EH
ChFC
EH
ChFC

Erik Hacker

28 Years of Experience
Braintree, MA
1 DisclosureBrokerSells Insurance

Erik Hacker is a ChFC-designated registered investment advisor at Capital Analysts, based in Braintree, MA, with 28 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

35 Braintree Hill Office, Suite 400, Braintree, MA, 02184

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Denied
Other Business ActivitiesSells Insurance

Erik is a representative with Capital Analysts of New England, Inc. and engages in insurance sales. This activity requires minimal time.

Employment History
Current Registrations
Capital Analysts
June 2012 - Present · 14 yrs 3 mos
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 3 mos
Previous Registrations
Capital Analysts, IncorporatedBroker
July 1998 - June 2012 · 13 yrs 11 mos
John Hancock Distributors, INC.Broker
March 1997 - August 1998 · 1 yr 5 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1997 - May 1997 · 2 mos
State Registrations19 states
CACOCTFLKSMAMDMEMIMNMONHNJNMNYPARISCVA
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.