Erika Krohomer is a registered investment advisor at Icapital, LLC, based in Boston, MA, with 1 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 220 clients with $1.5B 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 $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, though iCapital reserves the right to charge lower fees or waive account minimums. Accounts under $40,000 are subject to a $500 minimum annual fee.
Fee Estimator
Location
62 Plympton Street, Boston, MA, 02118
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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 →Employment History
Current Registrations
Icapital, LLC
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
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