Erin Muterspaugh
Erin Muterspaugh is a registered investment advisor at Peakvalley Wealth, LLC, based in Roanoke, VA, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 169 clients with $130M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Accounts within the same household can be combined for a reduced fee. The annual fee is negotiable.
Fee Estimator
Location
2762 Electric Road, Suite C, Roanoke, VA, 24018
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 a minority owner of Brogdon Machine, Inc. and a board member for the non-profit Run for Donuts 5k and Fun Run, dedicating minimal time to each. Erin is also an insurance agent for PeakValley Insurance, LLC, spending a few hours per week on insurance services.
Employment History
Current Registrations
Peakvalley Wealth, LLC
State Registrations2 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.