Erik Schoener is a registered investment advisor at Brightpath Financial Advisors, LLC, based in Etters, PA, with 2 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BrightPath Financial Advisors charges a percentage of your portfolio each year, up to 2%. The exact fee is negotiable and will be stated in your client agreement. This fee is calculated monthly based on the daily closing value of your investments. You can terminate the agreement with 30 days' written notice, and you'll only be charged for the days BrightPath managed your investments.
Location
Etters, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is a minority owner of McClure Company, a mechanical construction, engineering, maintenance, and energy service organization, but spends minimal time on it. He also serves as CEO/Owner of FTF Holdings, LLC, where he day trades personal securities, dedicating about half his time to analyzing market trends, creating strategies, and executing trades.
Employment History
Current Registrations
Brightpath Financial Advisors, LLC
State Registrations1 state
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