Howard Eriksen is a registered investment advisor at Eriksen Capital Management, based in Custer, WA, with 20 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eriksen Capital Management's fees for managed accounts are based on the amount of assets managed. The fee can be paid quarterly or monthly, in advance or arrears.
For clients with a net worth over $2,200,000 (excluding their primary residence), the annual fee is 1.25%, billed quarterly. ECM also gets 20% of the profits each year.
For other clients, the annual fee is 2.0%, billed quarterly.
Fees are negotiable based on account size. Clients may be required to use Interactive Brokers as their custodian.
Location
Custer, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Howard is the part-time CEO and interim CFO of Solitron Devices Inc., a semiconductors/electronics company. This takes about 10-20% of his time.
Employment History
Current Registrations
Eriksen Capital Management
State Registrations2 states
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