John Erickson
John Erickson is a registered investment advisor at Strategic Advisers LLC, based in Germantown, TN, with 18 years of industry experience. John 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 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
Fee Estimator
Location
7628 W. Farmington Blvd, Ste 110, Germantown, TN, 38138-2827
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2014Other Business Activities
John is the sole proprietor of Lucca Patrimoni, LLC, formed to purchase commercial property. He spends minimal time collecting rent and paying the mortgage.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Carty & Company, INC.Broker
State Registrations25 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
More Advisors
- Colin ChesbroughStrategic Advisers LLC
- Daniel Treharne, CFPStrategic Advisers LLC
- Ryan Murray, CFPStrategic Advisers LLC
- Cliff Sulcer, CFPStrategic Advisers LLC
- Betsy Hutchins, CFPForward Financial Planning
- Lindsey Rhea, CFPLPL Financial LLC