Erik Carlson is a CFP-designated registered investment advisor at Cahill Financial Advisors, INC., based in Edina, MN, with 2 years of industry experience. Erik 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 1,031 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cahill Financial Advisors charges an annual fee based on a percentage of the assets they manage, ranging from 0.40% to 1.50%. The specific fee schedule depends on the Investment Advisor Representative you work with. Fees are assessed quarterly based on the market value of your account on the last day of the quarter. Some assets may be excluded from the fee calculation based on a written agreement. Clients using the Pontera Solutions Inc. platform will receive an invoice for fees due upon receipt.
Location
7261 Ohms Lane, Edina, MN, 55439
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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 →Employment History
Current Registrations
Cahill Financial Advisors, INC.
Previous Registrations
Thrivent Investment Management INC.Broker
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.