| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Frederick, MD
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Learn about disclosures →Erik is an insurance agent helping clients with life, health, and disability insurance needs, spending minimal time on this. He also operates under the DBA Evergreen Financial Group, marketing insurance products and managing its books, dedicating about 10-20% of his time. Finally, Erik is an investment advisor representative with Independent Wealth Network, spending nearly full-time managing investment accounts and communicating with clients.