Erin Battistello is a registered investment advisor at Goldman Sachs & CO. LLC, based in Katy, TX, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 41,781 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients generally compensate Goldman Sachs for its advisory services through a fee calculated as a percentage of the assets in the advisory account. The advisory fee varies depending on factors such as the pricing model, the size of the relationship, client customization of investment guidelines, required service levels, and the asset class. Clients may pay more or less than other clients invested in similar strategies. For certain fixed income strategies, clients may receive a fee reduction during low interest rate environments. Clients also pay commissions, commission equivalents, mark-ups, mark-downs and spreads in addition to advisory fees.
Location
Katy, TX
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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.
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Erin serves as the Treasurer for the Seven Lakes Junior High Theater Booster Club, a non-profit educational organization, dedicating minimal time to this role. The organization is not primarily engaged in investment-related activity.
Employment History
Current Registrations
Goldman Sachs & CO. LLC
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Previous Registrations
Mercer Allied Company, L.P.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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