Erik Black is a registered investment advisor at Calrivan Wealth Management, based in Randolph, NJ, with 1 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 8 clients with $3.9M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $1000K | 0.95% |
| $1000K - $1.5M | 0.85% |
| $1.5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Randolph, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Erik is a co-owner of Vanessaknits, LLC, a knitting design business, since 2014. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Calrivan Wealth Management
State Registrations1 state
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