Amy Strohn is a registered investment advisor at Emerson Equity LLC, based in Paicines, CA, with 3 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Paicines, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy owns and manages Strohn Livestock, an agriculture business, dedicating about a quarter of her time. She also works as an office administrator for Dare to Dream Financial Services, selling long-term care and life insurance, also dedicating about a quarter of her time.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLC
Emerson Equity LLCBroker
State Registrations1 state
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