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Erin Altan Erdil

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
570 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$616.5M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.25%
$1M+1.00%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 West Loop S, Suite 1825, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Erin manages the day-to-day affairs of Erdil Financial Group, Inc., a support company/DBA, and manages clients' money. She dedicates minimal time to this activity.

Employment History
Current Registrations
Saxon Financial Group
February 2021 - Present · 5 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2021 · 12 yrs 3 mos
Raymond James Financial Services
May 2007 - January 2009 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
April 2007 - April 2021 · 14 yrs
Raymond James & Associates, INC.
September 2005 - April 2007 · 1 yr 7 mos
Raymond James & Associates, INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley
October 1996 - August 2005 · 8 yrs 10 mos
Morgan Stanley Dw INC.Broker
October 1996 - August 2005 · 8 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.