Emerson James Advisors LLC

Overview

Emerson James Advisors LLC is an independent, Maryland-based limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Emerson James also operates as an insurance broker, indicating an integrated approach that blends advisory and insurance solutions. Compensation arrangements include AUM-based fees as well as hourly and fixed-fee engagements, which supports both ongoing portfolio management and project-oriented planning work. The firm is structured for a small, closely held practice (individual owner type) and is organized to serve clients principally within its home state rather than as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices