Shawn Erickson is a registered investment advisor at Trunorth Financial LLC, based in Newburgh, NY, with 7 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 123 clients with $39M 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 $100K | 1.50% |
| $100K - $500K | 1.30% |
| $500K - $800K | 1.30% |
| $800K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.89% |
| $4.0M - $5.0M | 0.79% |
| $5.0M - $7.0M | 0.69% |
| $7M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
1153 Union Ave, Newburgh, NY, 12550
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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
Trunorth Financial LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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