Erick Coan
Erick Coan is a registered investment advisor at Four Points Advisors, LLC, based in Palm Beach Gardens, FL, with 29 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 81 clients with $37M 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 $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.
Fee Estimator
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (3)
Financial
November 2025Financial
May 2025Judgment / Lien
August 2021Employment History
Current Registrations
Four Points Advisors, LLC
Four Points Capital Partners LLC
Four Points Capital Partners LLCBroker
Previous Registrations
Tcw Investment Management Company LLC
Tcw Funds Distributors LLCBroker
Janus Distributors LLCBroker
Calamos Financial Services, INC.Broker
Lynch, Jones & Ryan, INC.Broker
Van Kampen Funds INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations2 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.