Erick Palacios
Erick Palacios is a registered investment advisor at Plan to Prosper Wealth Management, based in Ormond Beach, FL, with 12 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 418 clients with $230M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable within each tier on a client-by-client basis.
Fee Estimator
Location
595 W. Granada Boulevard, Suite K, Ormond Beach, FL, 32174
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
Erick is an independent insurance agent since 2014, dedicating a few hours per week to providing insurance solutions. Erick is also the managing member of Palacios Real Estate Holdings, LLC, spending minimal time managing the property.
Employment History
Current Registrations
Plan to Prosper Wealth Management
Previous Registrations
Xcel Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.