Emerson Equity is a registered investment advisor and securities broker-dealer based in San Mateo, California. The firm provides a wide range of services including portfolio management, financial planning, insurance consulting, portfolio evaluations, seminars, and referrals to third-party investment advisors. Emerson Equity also offers access to specialized strategies such as private placement life insurance, intermediary loan programs through Goldman Sachs Bank USA, and concentrated stock hedging. The firm tailors its services to individual client needs, risk tolerances, and time horizons, and permits clients to establish accounts on either a discretionary or non-discretionary basis. Emerson Equity works with high-net-worth individuals, corporations, trusts, and retirement plan participants.
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).