Erik Anderson is a CFP, PFS-designated registered investment advisor at Atlasmark Financial, INC., based in Austin, TX, with 17 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 133 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AtlasMark Financial offers fee-based asset management services, providing investment advice based on your individual needs.
Fees will not exceed 1.50% annually. If the account is allocated exclusively to mutual funds, the fee will not exceed 2.25% annually. Fees are negotiable based on factors such as the complexity of your financial situation and the services provided. Fees are billed monthly and deducted from your account with written authorization.
Location
12466 Los Indios Trl, Suite 200, Austin, TX, 78729-7934
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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 the president of Employee Incentive Plans, Inc. and Atlasmark Financial, Inc., and a sole proprietor as a non-practicing CPA. He also dedicates minimal time to a private charitable foundation and rental property management, while spending about half his time on TPA/Recordkeeping and Investment Advisory Services.
Employment History
Current Registrations
Atlasmark Financial, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, 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.