Erica Momany
Erica Momany is a registered investment advisor at Koehler Financial Services, INC., based in Stevensville, MI, with 25 years of industry experience. Erica 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 329 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Koehler Financial Services charges an annual fee for managing your investments, ranging from 1.0% to 1.8% depending on the type and complexity of services.
If your account invests exclusively in mutual funds or variable annuities, the fee is 1.0% per year, charged as a trail commission by their affiliated broker-dealer. If your account invests in unit investment trusts, the fee is 1.8% per year. If your account invests in exchange traded funds, individual securities, and bonds, the fee is up to 1.5% per year. These fees may be reduced by any commissions paid.
Location
5764 James Drive, Stevensville, MI, 49127
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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 ActivitiesSells Insurance
Erica works as a client services representative and registered principal at Koehler Financial Services, dedicating about 20 hours per week to each role. She also spends minimal time per month as a Girl Scout leader and a Beachbody coach.
Employment History
Current Registrations
Koehler Financial Services, INC.
Koehler Financial, LLCBroker
State Registrations4 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.