Erika Safran
Erika Safran is a CFP-designated registered investment advisor at Safran Wealth Advisors, LLC, based in New York, NY, with 14 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 98 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safran Wealth Advisors manages investments as part of their wealth management service. The annual fee for this service ranges from 0.75% to 1.5% of the value of your portfolio. The exact fee depends on the complexity of your financial planning needs and the amount of assets Safran manages for you. These fees are typically deducted directly from your investment account.
Location
641 Lexington Ave., 14th Floor, New York, NY, 10022
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Regulatory History (1)
Regulatory
March 1994Employment History
Current Registrations
Safran Wealth Advisors, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.