Emerson Wealth Management, LLC
Emerson Wealth Management, LLC (CRD# 144901) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $249,770,014 in 480 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management250MILLION
Total Number of Accounts480ACCOUNTS
Average Account Value$520,354
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michael Emerson (CRD# 2003047) is an Investment Advisor Representative working at Emerson Wealth Management, LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry. Michael Emerson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kenneth White (CRD# 5683559) is an Investment Advisor Representative working at Emerson Wealth Management, LLC in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.