Erik Bagley
Erik Bagley is a registered investment advisor at Kotys Wealth Professionals, based in Folsom, CA, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 321 clients with $310M 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 $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Variable annuity management is charged at 1.30% and can be aggregated with other managed assets. Cash management services range from 0.15% to 0.50%.
Fee Estimator
Location
Folsom, CA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Erik owns Kickin It LLC, a youth enrichment business, dedicating a few hours per week to strategic oversight. Erik is also an independent insurance agent since 2017, but currently spends no time on this activity.
Employment History
Current Registrations
Kotys Wealth Professionals
Previous Registrations
Principal Securities, INC.
Principal 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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