Jason Erickson
Jason Erickson is a registered investment advisor at Alternative Strategies Group, INC., based in Sioux Falls, SD, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 431 clients with $64M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts invested in American Funds, the annual fee is 0.50%.
Fee Estimator
Location
196 E. 6th Street, Suite 102, Sioux Falls, SD, 57104
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other Business ActivitiesSells Insurance
Jason is an owner/agent at Alternative Strategies Group, Inc. since 1993, where he does insurance sales, financial, and advisory services. He also owns rental properties and leases acreage in an oil and gas well, and sells life insurance.
Employment History
Current Registrations
Alternative Strategies Group, INC.
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Okoboji Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Primevest Financial Services, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
State Registrations5 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.