Drew Erickson
Drew Erickson is a registered investment advisor at 5 Stone Financial Group, LLC, based in Champlin, MN, with 7 years of industry experience. Drew 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. Their firm serves 91 clients with $34M 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 | 2.00% |
Maximum annual advisory fee for all assets is 2.00%. Fees are negotiable.
Fee Estimator
Location
Champlin, MN
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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
Drew sells insurance products outside of Guardian through other specialists and coaches kids' hockey. He also co-owns a real estate investment/rental company and a residential construction company, dedicating a few hours per week to each.
Employment History
Current Registrations
5 Stone Financial Group, LLC
Previous Registrations
Park Avenue Securities LLCBroker
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.