Erick Krosky
Erick Krosky is a CFP-designated registered investment advisor at Nwf Advisory Services INC, based in Tempe, AZ, with 24 years of industry experience. Erick 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 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
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.