Erik Lawrence is a CFP-designated registered investment advisor at Tenbridge Partners LLC, based in Portland, OR, with 23 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 367 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 | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable based upon the scope of service and the asset size of the relationship.
Fee Estimator
Location
806 SW Broadway, Suite 800, Portland, OR, 97205
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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 board chair of Team Together, a charitable organization, since 2015. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Tenbridge Partners LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
UBS Financial Services INC.
UBS Financial Services 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.