Philip Denstad is a registered investment advisor at Emerson Equity LLC, based in San Diego, CA, with 6 years of industry experience. Philip 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
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsHistory
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
Philip works as a financial advisor at Copley Financial Group, providing financial planning and investment advisory services, dedicating about half of his time. He also works as an insurance agent at Heritage Tax & Insurance, Inc., selling fixed life and annuity products, also dedicating about half of his time.
Employment History
Current Registrations
Emerson Equity LLCBroker
Copley Financial Group, INC.
State Registrations1 state
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