Erick Krosky
Erick Krosky is a CFP-designated registered investment advisor at Nwf Advisory Services INC, based in Tempe, AZ, with 25 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,433 clients with $6.4B 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 | 2.10% |
| $100K - $250K | 2.10% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.43% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.97% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.78% |
Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.
Fee Estimator
Location
2033 E Warner Rd, Tempe, AZ, 85284
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2023Other Business ActivitiesSells Insurance
Erick is involved with Bev's Homes, Inc., which operates assisted living homes, and related LLCs, assisting with business decisions and property maintenance. He also works as a sole proprietor selling insurance products a few hours per week and provides wealth management services full-time through The Ameriflex Group.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Pacific Select Distributors, LLCBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Calamos Financial Services LLCBroker
Capital Brokerage CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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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