Erin Willcutt
Erin Willcutt is a registered investment advisor at Trueline Wealth Group, LLC, based in Pascagoula, MS, with 6 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
501 Krebs Ave, Suite C, Pascagoula, MS, 39567
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
Erin is the President/Owner of Mahogany Heights, LLC, a handbags and accessories sales & manufacturing company, and an owner of Flagship Embroidery, LLC. Erin is also an independent licensed insurance agent selling life, accident, and health insurance in Mississippi since 2012.
Employment History
Current Registrations
Trueline Wealth Group, LLC
Previous Registrations
Icom Advisors, LLC
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
State Registrations1 state
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