Erin Haugh
Erin Haugh is a registered investment advisor at Associated Investment Services, INC., based in Reedsburg, WI, with 9 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $175K | 1.81% |
| $175K - $250K | 1.71% |
| $250K - $350K | 1.68% |
| $350K - $500K | 1.63% |
| $500K - $750K | 1.61% |
| $750K - $1.0M | 1.46% |
| $1.0M - $1.5M | 1.42% |
| $1.5M - $2.0M | 1.29% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 0.93% |
Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.
Fee Estimator
Location
750 Viking Drive, Reedsburg, WI, 53959
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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
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
State Registrations5 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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