EB
CFP
EB
CFP
Erik Brenner
30 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$609K average
Assets Under Management
$490.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4100 Edison Lakes Parkway, Suite 225, Mishawaka, IN, 46545
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2010Withdrawn
Other Business ActivitiesSells Insurance
Erik is a Founding Partner of Hilltop Partners LLC and President of Hilltop Wealth Solutions, dedicating nearly full-time hours to wealth management and financial planning. He also participates in various boards and committees, owns rental property, leads Hilltop Tax Solutions, and is a registered representative with Purshe Kaplan Sterling Investments, Inc.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
January 2018 - Present · 8 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - Present · 8 yrs 2 mos
Hilltop Wealth & Tax Solutions
January 2018 - Present · 8 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 1998 - February 2018 · 19 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 1997 - February 2018 · 20 yrs 6 mos
Ids Life Insurance CompanyBroker
August 1997 - July 2006 · 8 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1994 - November 1996 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1994 - May 1996 · 1 yr 10 mos
State Registrations11 states
CAFLINKYMDMIMONCOHTXWI
AdvisorBrokerBoth
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
No exam information available for this advisor.