Erica Cortez is a CFP-designated registered investment advisor at Mariner Wealth, based in Tigard, OR, with 13 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
8050 SW Pfaffle St, Suite 100, Tigard, OR, 97223
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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 owns three rental units in Tigard, OR. She spends minimal time on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Northwest Investment Counselors
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Empirical Wealth Management
Peak Brokerage Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Waddell & Reed
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Edward Jones
Edward JonesBroker
Woodbury Financial Services, INC.Broker
World Group Securities, INC.Broker
State Registrations1 state
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.