Erin Swanson is a CFA-designated registered investment advisor at Bps Capital Management, INC., based in Bloomington, MN, 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 Investment Management. Their firm serves 72 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPS Capital charges a negotiated percentage of the value of your portfolio, billed monthly. The fee is negotiated with each advisor and will not be more than 0.25% annually. BPS Capital may discount or waive certain fees and charges. They also offer capped and fixed fee structures.
Location
7900 International Drive, Suite 1050, Bloomington, MN, 55425
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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.
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Erin is a self-employed professional figure skating instructor since 2009, teaching individuals ages 3-21. This takes about half of her time.
Employment History
Current Registrations
Bps Capital Management, 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.