Erik Mikkelson is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Madison, WI, with 23 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, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
400 Interlake Drive, Suite 200, Madison, WI, 53716
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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 →Other Business Activities
Erik is a co-managing member of Monona Waterfront, LLC, a real estate holding company, and a member of both MikZig's Hospitality, LLC (passive restaurant ownership) and Copper Point Lot 2, LLC (passive real-estate holding). He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Albion Wealth Management, INC.
Rmr Wealth Advisors LLC
Enrich Financial Partners LLC
Financial Planning Services, INC
State Registrations2 states
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