EW
EW
Erik Wyse
27 Years of Experience
3 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
712 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$791.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies to monitoring mutual fund sub-accounts of annuities and 401(k) plans. Fees are negotiable. Portfolio management services are offered solely on a wrap fee basis, details in Appendix 1.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023
Get directionsHistory
Regulatory History (3)
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
February 2013Settled
Customer Dispute
June 2006Denied
Customer Dispute
January 2005Denied
Other Business ActivitiesSells Insurance
Erik is an IAR for Peregrine Diversified Investments, dedicating full-time hours to this role. He is also an insurance producer (fixed and variable) with United Financial Consultants, spending a few hours per week on this activity.
Employment History
Current Registrations
Wealthstar Advisors, LLC
May 2013 - Present · 12 yrs 10 mos
Previous Registrations
Independent Financial Partners
August 2012 - December 2013 · 1 yr 4 mos
Peregrine Diversified Investment Services CORP.
May 2011 - July 2012 · 1 yr 2 mos
Ams Advisors LLC
November 2010 - May 2011 · 6 mos
Brewer Investment Advisors LLC
May 2010 - November 2010 · 6 mos
Ameriprise Financial Services, INC.
December 1997 - May 2010 · 12 yrs 5 mos
State Registrations1 state
TX
Advisor
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.