Erica Boulware is a registered investment advisor at Tailwind Advisors, based in Fort Worth, TX, with 7 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 21 clients with $1.6B 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 $50.0M | 0.63% |
| $50M+ | 0.40% |
Fees are negotiable and dependent on the makeup of the investment portfolio.
Fee Estimator
Location
1320 S University Dr, Suite 701, Fort Worth, TX, 76107
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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
Tailwind Advisors
Previous Registrations
Diesslin Group, INC.
State Registrations1 state
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