Brad Erickson
Brad Erickson is a registered investment advisor at Planmember Securities Corporation, based in Grandville, MI, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3121 Macatawa Dr. SW, Grandville, MI, 49418
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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
Brad works as an advisor for Williams & Co dba Williams and Company Financial Services, dedicating nearly full-time hours. He also works as a math consultant for Ingham Intermediate School District, also dedicating nearly full-time hours. Finally, Brad is a compensation committee member for Vevay Township, spending minimal time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations8 states
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