Erik Sartin is a registered investment advisor at The Planners INC., based in Fort Collins, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 106 clients with $34M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Altruist Cash accounts: 0.25%. Low-Duration Fixed Income Accounts: 0.75%. Personalized Portfolio Service: additional 0.20%.
Fee Estimator
Location
1015 W Horsetooth Rd, Ste 205, Fort Collins, CO, 80526
Get directionsHistory
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 ActivitiesSells Insurance
Erik is a licensed insurance agent recommending various insurance products, including life, disability, long-term care, and fixed annuities. He is also part owner and President of Inicio Inc., a technology company, dedicating about half of his time to executive duties.
Employment History
Current Registrations
The Planners INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 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.