Ericka Marini is a CFP-designated registered investment advisor at Edward Jones, based in Newcastle, WA, with 9 years of industry experience. Ericka is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
12835 Newcastle Way, Suite 302, Newcastle, WA, 98056
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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
Ericka is the owner/consultant of EK Marini Consulting, providing free assistance to US Veterans transitioning back into the workforce since 2017. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Edward Jones
Edward JonesBroker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 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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