Erik Halvorsen is a registered investment advisor at My Advisors, LLC, based in Portola Hills, CA, with 12 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The advisory fee is negotiable at the sole discretion of My Advisors, LLC. Discounts may be given for families, groups, associations, and for competitive reasons.
Fee Estimator
Location
19581 Dorado Dr., Portola Hills, CA, 92679
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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
Erik is the CEO of AT MY ADVISORS, LLC, offering non-investment-related management and education advising since 2012. This activity takes about a quarter of Erik's time.
Employment History
Current Registrations
My Advisors, LLC
State Registrations1 state
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