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Bryce Emo

Advisor at Emerson Equity LLC

Updated today
Emerson Equity LLC logo

Firm

Emerson Equity LLC

Location

Mill Valley, CA

Credentials

Series 63, Series 65

Industry experience

5 years

About

Bryce Emo is a financial advisor at Emerson Equity LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OpenStock, Budgyt, and Quid. Emo is also the CEO and founder of Bemo Ventures, Inc., a non-investment-related business focused on marketing and branding services. Emerson Equity is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services, employing a range of investment strategies from capital preservation to aggressive growth.

Client services

Based on Emerson Equity LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops
Management of private placement life insurance / insurance dedicated funds (single investor private funds)

Expertise

Based on Emerson Equity LLC

Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning

Occupation focus

Based on Emerson Equity LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning flat fees range from $1,500 to $75,000 or more; portfolio evaluation services typically $1,500; flat fee portfolio management negotiated

Percentage

$0+: Negotiable, up to 2.5% maximum annually +: Management fee for Private Placement Life Insurance: typically either a flat fee of $25,000-$50,000 per annum charged quarterly in advance, or a percentage fee up to 0.5% annually capped at $50,000 per annum (0.125% quarterly in advance)

Commissions

Broker-dealer commissions on securities transactions including 12b-1 fees from mutual funds; commissions on insurance and alternative investment products

Project-based

Insurance consulting hourly rate varies between $75 and $250 per hour

Other

Minimum fee: Flat fee for financial plans typically ranges from $1,500 to $75,000 or more; Portfolio Evaluation Services flat fee typically approximates $1,500 Fee-only: Flat fees for financial plans and portfolio evaluation services; hourly rates for insurance consulting ($75 to $250 per hour)

Location

Mill Valley, CA

Most active in

California

Work history

OpenStock

2022 - 2022 (1 year)

Bemo Ventures, Inc./Dba Sidecar Finance

2022 - Present (4 years)

Emerson Equity, Llc

2022 - Present (4 years)

Budgyt, Inc

2020 - 2023 (3 years)

Quid

2019 - 2022 (3 years)

Bemo Ventures

2018 - 2019 (1 year)

4 C Insights

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)

Carmetta J

CFP®

San Francisco, CA

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As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies African Americans/Black Young Professionals Sandwich Generation Gen Y/Millennials (Born 1980-1995)
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Michael P

CFP®, Series 65

San Francisco, CA

Agile Financial Planning, LLC

College savings (529s, UTMA, etc.) General retirement planning General tax planning Wealth management Real estate investing Founder/Business Owner
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