Erika Bateman is a CFP-designated registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL, with 18 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 955 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Investment management fees are covered through a bundled wrap fee program, where clients pay a single bundled fee that includes both advisory services and trading costs. The brochure does not list a specific percentage-based fee schedule for investment management in the main text, noting instead that clients should refer to a separate program brochure. The firm does not charge performance-based fees.
Location
900 Technology Way, Suite 130, Libertyville, IL, 60048
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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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Current Registrations
Inspirion Wealth Advisors, LLC
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
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.
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