Erik Potts
Erik Potts is a CFP-designated registered investment advisor at Summit Wealth Group LLC, based in Exeter, NH, with 23 years of industry experience. Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 456 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees typically vary between 0.25% and 1.50% based on a blended tiered schedule, account size, complexity, and whether ongoing financial planning is incorporated. Fees are negotiable.
Fee Estimator
Location
20B Hampton Road, Exeter, NH, 03833
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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 ActivitiesSells Insurance
Erik is a principal/investment adviser representative and insurance agent/broker at Summit Wealth Group LLC, spending nearly full-time on these activities. He also owns an auto dealership, manages aviation and real estate ventures, and sells insurance products, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Summit Wealth Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Panorama Wealth Strategies, LLC
Panorama Wealth Strategies, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 states
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.
Exams
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