Erik Thompson
Erik Thompson is a registered investment advisor at Mid Michigan Insurance and Financial Services LLC, based in Bay City, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 49 clients with $6.2M 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 | 1.75% |
Fees are negotiable up to a maximum of 1.75% annually for model portfolio solutions. The fee includes allocations to Mid Michigan Insurance and Financial Services, money managers, and the platform provider.
Fee Estimator
Location
815 E Midland St Suite 2, Bay City, MI, 48706
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2019Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Erik is a Branch Manager at Mid Michigan Insurance and Financial Services, where he performs insurance sales and manages insurance agents. His role also includes training new agents on how to sell insurance products.
Employment History
Current Registrations
Mid Michigan Insurance and Financial Services LLC
Previous Registrations
Bankers Life Securities, INC.Broker
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.
Exams
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