Michael
Emerson
Fiducient Advisors LLC
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About this Advisor
Michael Emerson is a certified financial planner working out of Chicago, Illinois who has 5 years of relevant experience. Emerson is an advisor for Fiducient Advisors LLC. Over the course of their career, Emerson has held roles at Cavalry Inc, Rmb Capital Management and Dimeo Schneider & Associates, LLC. Emerson holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Illinois. Fiducient Advisors LLC is a registered investment business operating out of Chicago, IL. The firm has offices in 16 locations and a total of 215 financial advisors. It manages $40 billion in total assets across its 1,061 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 309 charitable organizations. Of its 1,061 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets. Fiducient Advisors LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fee schedules usually are based on the services offered. However, fee types charged by Fiducient Advisors LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiducient Advisors LLC Brokerage Details
$40,020,772,510
215
1,061
$37,719,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Emerson Work History
Michael has been registered as a financial advisor for 5 years.*
Dimeo Schneider & Associates, LLC
Rmb Capital Management
Cavalry Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Emerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiducient Advisors LLC
Chicago, IL
Roseland, NJ
Chicago, IL
Chicago, IL
Waukesha, WI
Goshen, NY
Wellesley Hills, MA
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.