Erik Drewry
Erik Drewry is a registered investment advisor at Trio Advisors Longview LLC, based in Wimberley, TX, with 4 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients with $27M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Location
840 East Summit Drive, Wimberley, TX, 78676
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
Erik is a member of Neutron & Carbon Technologies, owner/president of 8fold Ventures LLC, an insurance agent, owner of Trio Finance (tax preparation and bookkeeping), and owner of END Holdings LLC. These activities take minimal time to a few hours per week.
Employment History
Current Registrations
Trio Advisors Longview LLC
Hackett Financial Group, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.