Erica Nortman is a registered investment advisor at Capitol Family Office, INC., based in Beaverton, OR, with 17 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 139 clients with $140M 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 $499K | 2.00% |
| $499K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006
Get directionsHistory
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 member of Cannon Beach Haus, LLC, managing a vacation rental property for about half her time. She is also CFO and Integrator for Executive Tax Advisors, LLC, dedicating about a quarter of her time outside trading hours to income tax preparation and tax planning services.
Employment History
Current Registrations
Capitol Family Office, INC.
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations2 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.