Maximillian Shaulis
Maximillian Shaulis is a registered investment advisor at Emerson Equity LLC, based in Wheat Ridge, CO, with 5 years of industry experience. Maximillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
4891 Independence Street, Suite 205, Wheat Ridge, CO, 80033
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business ActivitiesSells Insurance
Maximillian works as the Director of Asset Management at Mountain Financial, an insurance brokerage, since 2019. He also assists with administrative duties, client relations, scheduling, and manages interns, dedicating about a quarter of his time to this role during securities trading hours.
Employment History
Current Registrations
Emerson Equity LLC
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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