Erik Blankmeyer
Erik Blankmeyer is a registered investment advisor at Level Four Advisory Services, based in Prosper, TX, with 27 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
Prosper, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erik is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, dedicating about a quarter of his time. He is also the president of Regroup Wealth, LLC, a DBA for financial planning, investment management, and insurance solutions, which is a full-time commitment, and a board member of Humane Kinect, a non-profit organization, dedicating a few hours per week.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Level Four Financial, LLCBroker
Smart Wealth, LLC
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Capital Brokerage CorporationBroker
Assetmark Investment Services
Assetmark Capital CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Piedra Capital LTD
1st Global Advisors INC
1st Global Capital CORP.Broker
Citigroup Global Markets INC.Broker
Pilgrim Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pasadena Fund Services, INC.Broker
Glenfed Brokerage ServicesBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.