Erica Roach is a registered investment advisor at Erk Wealth Advisors, LLC, based in Las Vegas, NV, with 5 years of industry experience. Erica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 23 clients with $5.6M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable. Wealth Management, LLC receives 30-40% of the fees when used as a sub-advisor.
Fee Estimator
Location
10161 W Park Run Drive, Suite 150, Las Vegas, NV, 89145
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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 →Other Business Activities
Erica co-founded ERK Financial Consultants, Inc., a CPA firm, in 2008 and is the owner of ERBC, Inc., a business consulting firm, since 2013. She dedicates a full-time workload to these activities, conducted during trading hours.
Employment History
Current Registrations
Erk Wealth Advisors, LLC
Previous Registrations
Erk Wealth Advisors, LLC
Claraphi Advisory Network, LLC
State Registrations2 states
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