Ian Erdman is a CFP-designated registered investment advisor at Antolino Wealth Advisors, based in Columbus, OH, with 10 years of industry experience. Ian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 968 clients with $1.4B 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 | 1.50% |
The maximum annual fee for the Portfolio Management Program is 1.50% of assets, which is subject to negotiation and can vary from client to client.
Fee Estimator
Location
150 E. Broad St., Suite 100, Columbus, OH, 43215
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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
Antolino Wealth Advisors
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Nationwide Securities, LLCBroker
Nationwide Investment Services CorporationBroker
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.
Exams
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