Eric Vermulm is a CFA-designated registered investment advisor at Allied Investment Advisors LLC, based in Conrad, MT, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,071 clients with $1.5B 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Based on complexity, account size, and other factors, annual advisory fees may be more than the minimum fee listed above but no more than 1.50% annually and only if negotiated and agreed to by the client and our firm.
Fee Estimator
Location
314 South Main Street, Conrad, MT, 59425
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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
Eric owns and leases farmland since 2002 and manages a commercial rental property since 2018. Both activities are not investment-related and require minimal time.
Employment History
Current Registrations
Allied Investment Advisors LLC
Previous Registrations
Investment Management Group
Stack Financial Management INC
Investment Management Group
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.