Erik Hacker
Erik Hacker is a ChFC-designated registered investment advisor at Capital Analysts, based in Braintree, MA, with 29 years of industry experience. Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
35 Braintree Hill Office, Suite 400, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other 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
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts, IncorporatedBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations19 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.
Exams
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