Erica Reilly is a registered investment advisor at Ecio, INC., based in Madison, WI, with 18 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $230M 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 $500K | Included |
| $500K - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $45.0M | 0.30% |
| $45.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Blended fee schedule. Cash Management Portfolio Advisory Fees: First $10,000,000 ($5,000 minimum fee) 0.25%, On the next $90 million 0.10%, Over $100 million 0.05%. The advisory fees paid directly by our clients as reflected in their invoice will not exceed 2% of assets under management at the time of their billing.
Fee Estimator
Location
821 E Washington Avenue, Suite 200, Madison, WI, 53703
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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
Erica is a signer on her husband's business bank account for Blue Oak Construction, LLC. She receives no pay for this activity.
Employment History
Current Registrations
Ecio, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Johnson & White Wealth Management LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 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.