Emma Larson is a registered investment advisor at Firestone Capital Management INC, based in South Miami, FL. Emma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 375 clients with $810M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees may vary based on account complexity and are negotiable. Accounts over $20,000,000 are fully negotiable. Subject to a $250 quarterly minimum fee.
Fee Estimator
Location
7301 SW 57th Ct, Unit 450, South Miami, FL, 33143
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 →Employment History
Current Registrations
Firestone Capital Management INC
State Registrations1 state
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
More Advisors
- Carlos Carbonell, CFAFirestone Capital Management INC
- Anthony Poppe, CFA, CFPFirestone Capital Management INC
- Sean Preston, CFAFirestone Capital Management INC
- Jerad Waggy, CFPFirestone Capital Management INC
- Ronald Teasdale, CFPTruist Advisory Services, INC.
- Brian Thelen, CFPOsaic Wealth, INC.