Erin Niehaus is a CFP-designated registered investment advisor at Savvy, based in Sausalito, CA, with 5 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Sausalito, CA
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 Activities
Erin is an advisor and promoter for DigitalDX since 2000, spending a few hours per week on this activity. Her compensation includes carried interest in DigitalDX Ventures II, L.P.
Employment History
Current Registrations
Savvy
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Bordeaux Wealth Advisors
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
More Advisors
- Zachary Blumenthal, CFPStrategic Advisers LLC
- Suzanne Taylor, CFPComposition Wealth, LLC
- Robert Oliver, CFA, CFPVerity Wealth Advisors, LLC
- Summer Jones, CFPCharles Schwab & CO., INC.
- Laura Chernov, CFPBalanced Financial Advisors
- Timothy Kelly, CFAAvondale Conquest, LLC