Erika Devlin is a registered investment advisor at Wealth Management Advisors RIA, INC., based in Highlands Ranch, CO. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 151 clients with $120M 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 | 2.00% |
| $100K - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees for accounts over $5,000,000 are negotiable. The entire portfolio is charged the same rate based on total assets under management.
Fee Estimator
Location
Highlands Ranch, CO
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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
Wealth Management Advisors RIA, INC.
State Registrations1 state
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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