Erika Williams
Erika Williams is a registered investment advisor at Sagegrove Investment Advisory Group, LLC, based in Colorado Springs, CO, with 7 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees may be negotiable at the advisor’s discretion.
Fee Estimator
Location
4783 Farmingdale Drive, Suite 223, Colorado Springs, CO, 80918
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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 →Employment History
Current Registrations
Sagegrove Investment Advisory Group, LLC
Previous Registrations
Naples Asset Management CO., LLC
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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