Cole Erickson
Cole Erickson is a registered investment advisor at Beacon Capital, LLC, based in Cedar Rapids, IA, with 2 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 648 clients with $240M 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 $250K | 2.20% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
375 Collins Road NE,, Suite 120, Cedar Rapids, IA, 52402
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
Cole is the owner and insurance agent at CME Inc. since January 2022, providing insurance sales and services, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Beacon Capital, LLC
Previous Registrations
Bankers Life Advisory Services, 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.