Shawn Erickson is a registered investment advisor at Trunorth Financial LLC, based in Newburgh, NY, with 8 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, 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 | 1.45% |
| $100K - $500K | 1.30% |
| $500K - $800K | 1.25% |
| $800K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $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 generally 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
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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