Niki Erb is a registered investment advisor at Insight Folios, based in Charlotte, NC, with 5 years of industry experience. Niki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,228 clients with $330M 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 $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Fee Estimator
Location
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
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
Niki is an insurance producer since 2020, selling insurance and annuity products, dedicating about a quarter of her time to this activity. She spends minimal time on this during trading hours.
Employment History
Current Registrations
Insight Folios
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.