Erica Unterreiner is a registered investment advisor at Forefront, based in Clearwater, FL, with 1 years of industry experience. Erica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 572 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forefront Wealth Partners charges an annual fee based on either the market value of the assets they manage for you or a flat annual fee. These fees are negotiable, prorated, and paid in advance on a monthly basis. Total fees charged for investment management will not exceed 3% of your portfolio per year.
Location
Clearwater, FL
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Regulatory History (2)
Criminal
May 2017Judgment / Lien
June 2016Employment History
Current Registrations
Forefront
Calton & Associates, 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.
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