Erik Midas
Erik Midas is a registered investment advisor at Midas Capital Management, based in San Francisco, CA, with 8 years of industry experience. Erik 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 30 clients with $29M 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 $1000K | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10.0M - $15.0M | 0.90% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
535 Mission Street, Floor 14, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Financial
October 2016Other Business Activities
Erik owns rental real estate and is a registered notary public in California, dedicating full-time hours to the notary role. He also provides investment advisory services through Midas Capital Management, spending about a quarter of his time on this activity, which is separate from his LPL Financial business.
Employment History
Current Registrations
Midas Capital Management
LPL Financial LLCBroker
Previous Registrations
Navigation Group LLC
Karp Capital Management Corporation
Fidelity Brokerage Services LLCBroker
State Registrations11 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.