Erik Eckerson is a registered investment advisor at Eee Financial LLC, based in Arlington, VA, with 9 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $210K 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 | 1.00% |
Fee Estimator
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik provides tax and accounting services for EEE Financial LLC, works as a Senior Consultant for CGI Group full-time, manages a residential real estate rental property for Somerik LLC, acts as investment manager for Future Builders Fund, LLC, and provides digital asset management services for Renaissance Management LLC. He dedicates a few hours per week to each of these activities, except for his full-time role at CGI Group.
Employment History
Current Registrations
Eee Financial LLC
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.