Erin Wood is a CFP-designated registered investment advisor at Assetmark, INC., based in Charlotte, NC, with 22 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 456,452 clients with $92B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AssetMark charges fees that depend on the specific investment solution and strategy chosen:
- Guided Portfolios and Mutual Fund Strategies — fees vary based on the specific strategy and underlying funds used, with platform fees and internal management fees varying across portfolios. For instance, GPS Select and GPS Select Access have a gross platform fee of 0.95% with a 0.30% credit, resulting in a net platform fee of 0.65%.
- Individually Managed Accounts and Savos Solutions — fees depend on the chosen portfolio, account size, and specific asset allocation, with various strategies having specific investment minimums ranging from $25,000 to $500,000.
- Tax Management Services — available for certain accounts at an additional fee of 0.10% annually with a $100 minimum per account, though waived for certain personal portfolio solutions and direct indexing models.
Location
2825 South Blvd., Suite 500, Charlotte, NC, 28209
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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.
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Erin is the SVP, Advanced Planning of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This full-time position involves investment-related activities.
Employment History
Current Registrations
Assetmark, INC.
Previous Registrations
Cwm, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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