Kristin Mcdonnell is a registered investment advisor at Emerson Equity LLC, based in Menlo Park, CA, with 1 years of industry experience. Kristin 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
Menlo Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kristin is the CEO of McDonnell Master Fund LLC and Mentor VP LLC, which manage private SPV investments in tech companies. She also acts as the manager for the Menlo Group SPVs, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Emerson Equity LLC
State Registrations12 states
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