EB
EB

Erik Bringsjord

7 Years of Experience
Stamford, CT

Erik Bringsjord is a registered investment advisor at Masterworks Advisers, LLC, based in Stamford, CT, with 7 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1,045 clients with $8.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$8K average
Assets Under Management
$8.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Long-Term Advisory Services charge 0.10% per annum, while Private Client Advisory Services charge up to 0.50% per annum. Fees accrue monthly and are payable upon a liquidating event.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Stamford, CT

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Erik is an employee of Masterworks, LLC, an alternative investment platform, since September 2023. As a Masterworks Platform Associate, he performs defined administrative functions for a few hours per week.

Employment History
Current Registrations
Masterworks Advisers, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Arete Wealth Advisors, LLC
January 2022 - June 2023 · 1 yr 5 mos
Arete Wealth Management, LLCBroker
January 2022 - December 2022 · 11 mos
Independent Brokerage Solutions LLCBroker
April 2021 - January 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - March 2020 · 2 yrs 3 mos
State Registrations3 states
CTNYTX
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.
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