Erik Lehr is a CFA-designated registered investment advisor at Directional Financial Services, based in Portland, OR, with 12 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 34 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Clients enrolled in the automated platform generally pay 0.35% annually, while traditional clients generally pay 0.50% annually. All fees are negotiable.
Fee Estimator
Location
805 SW Broadway, Suite 2400, Portland, OR, 97205
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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
Erik is a board member of the CAIA Society's Seattle Chapter, dedicating minimal time to organizing investment-related educational events since 2017. He also serves as Treasurer of the Board of Directors for FinAbility, a non-profit organization, spending minimal time reviewing and approving budgets since April 2022.
Employment History
Current Registrations
Directional Financial Services
Empirical Wealth Management
Previous Registrations
Directional Financial Services
State Registrations5 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
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