Erik Wolfers is a CFP-designated registered investment advisor at First and Main Financial, based in Piedmont, CA, with 9 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 122 clients with $170M 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 $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.55% |
| $2.0M - $2.5M | 0.45% |
| $2.5M+ | 0.35% |
Fees may be negotiable based on the size of the account, the scope and complexity of the services to be performed, and the amount of time a client has been with us.
Fee Estimator
Location
Piedmont, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First and Main Financial
Previous Registrations
Wolfers Asset Management LLC
State Registrations1 state
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