Erin Watkins is a registered investment advisor at 56 Capital Partners, LTD, based in Colorado Springs, CO, with 10 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 256 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
56 Capital Partners charges an annual fee of up to 2.0% of the value of your portfolio. This fee is negotiable and depends on factors like the amount of assets managed and the services provided. Fees are billed quarterly in arrears, and you can choose to have the fees calculated by 56 CP or the custodian. You can cancel the investment management agreement within five business days without penalty.
Location
1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920
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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 ActivitiesSells Insurance
Erin may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
56 Capital Partners, LTD
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.