W. Erickson
W. Erickson is a registered investment advisor at Fortis Capital Management LLC, based in Bellevue, WA, with 26 years of industry experience. W. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 489 clients with $780M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated and Fortis has the discretion to charge certain clients different fees. Due to the annual fee minimum, for clients with less than $1,000,000 in assets under management, the minimum annual fee will result in a higher annual percentage rate.
Fee Estimator
Location
3600 136th Pl Se, Suite 270, Bellevue, WA, 98006
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
W. is a Registered Investment Advisor (RIA) and CPA through W. Curtis Erickson Jr. PS, Inc. He also operates as an insurance agent selling fixed annuities, disability, health, life, and long-term care insurance, spending a few hours per week on this.
Employment History
Current Registrations
Fortis Capital Management LLC
Previous Registrations
Garrett Erickson Financial Services LLC
Erickson Wealth & Tax Management
1st Global Advisors INC
State Registrations1 state
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.