Erik Utzinger
Erik Utzinger is a registered investment advisor at Growstrong Wealth Strategies, based in Fort Collins, CO, with 24 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 239 clients with $100M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
736 Whalers Way, Suite G100, Fort Collins, CO, 80525
Get directionsHistory
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
Erik is an independent insurance agent since 2001, spending minimal time on sales of insurance products. He is also a lessor for Extraction Oil & Gas LLC and a member of Shift Holdings, LLC, dedicating a few hours per week to monitoring income and expenses for the latter.
Employment History
Current Registrations
Growstrong Wealth Strategies
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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.