Erik Weir is a CFP-designated registered investment advisor at Taverik Capital, LLC, based in Greenville, SC, with 25 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 121 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.14% |
| $5.0M - $10.0M | 1.14% |
| $10.0M - $20.0M | 1.14% |
| $20M+ | 1.00% |
Clients who moved their accounts following the dissolution of another advisory firm pay 1.14%. Fees are negotiable at the sole discretion of Taverik Capital. Certain qualified clients may also pay performance-based fees.
Fee Estimator
Location
220 N. Main Street, Suite 500, Greenville, SC, 29601
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Employment Separation After Allegations
November 1994Other Business Activities
Erik is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. He is also involved with several other LLCs, including WCM Global Wealth LLC, an investment advisor firm, which takes about half of Erik's time.
Employment History
Current Registrations
Taverik Capital, LLC
Previous Registrations
First Allied Securities, INC.
Weir Capital Management LLC
State Registrations4 states
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.
Exams
More Advisors
- Steven Phillips, CFPForvis Mazars Wealth Advisors, LLC
- Jason Skistad, CFPMariner
- Nelson Arrington, CFACx Institutional, LLC
- Daniel Milks, CFPFiduciary Organization, LLC
- Brittany Wolff, CFPWolff Financial
- Marcus Graham, CFPTruist Advisory Services, INC.