EK
EK

Erik Krom

13 Years of Experience
Denver, CO
Sells Insurance

Erik Krom is a registered investment advisor at Clear Creek Advisors, based in Denver, CO, with 13 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 483 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
483 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$722.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiated at the discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7900 E Union Ave, Suite 150, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Erik is licensed to sell life and health insurance, dedicating about 10-20% of his time to this activity. He is also the president of Elk Advising, a CEO consulting service, and spends about 10-20% of his time on that as well.

Employment History
Current Registrations
Clear Creek Advisors
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Tfo-Tdc, LLC
January 2015 - July 2017 · 2 yrs 6 mos
Retirement Wealth Advisors, INC.
April 2014 - March 2015 · 11 mos
Alphastar Capital Management, LLC
July 2012 - April 2014 · 1 yr 9 mos
Alphastar Capital Management, LLC
July 2012 - July 2012 · 0 mos
Liberty Group, LLC
May 2012 - July 2012 · 2 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Erik Krom - Financial Advisor | TrueAdvisor