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Troy Emmerich

1 Year of Experience
Rochester, MI

Troy Emmerich is a registered investment advisor at Meadowbrook Asset Management, LLC, based in Rochester, MI, with 1 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $5.0M0.50%
$5M+0.35%

Fee is based on a blended tier.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rochester, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Troy works as a Finance & Treasury Analyst for Mersino Management Company, LLC, a dewatering, rental, manufacturing, and trenching company. This activity takes nearly all of Troy's time.

Employment History
Current Registrations
Meadowbrook Asset Management, LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
MI
Advisor

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Exams
No exam information available for this advisor.