Erich Barchi is a registered investment advisor at Row Your Own Boat, based in Malvern, PA, with 9 years of industry experience. Erich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Malvern, PA
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Regulatory History (1)
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Criminal
June 2002Final Disposition
Employment History
Current Registrations
Row Your Own Boat
May 2018 - Present · 8 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - September 2017 · 6 mos
MML Investors Services, LLC
March 2017 - September 2017 · 6 mos
Msi Financial Services, INC.
January 2016 - March 2017 · 1 yr 2 mos
Msi Financial Services, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.