Erika Moromisato is a registered investment advisor at Connective Wealth Partners, LLC, based in New York, NY, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 292 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connective Wealth Partners' wealth management fees range from 0.50% to 2.00% annually, based on the amount of assets managed, the complexity of services, and the overall client relationship. Fees are calculated based on the market value of assets at the beginning or end of each calendar quarter and are paid in advance or arrears. Fees may be negotiable at the advisor's discretion.
Location
205 Hudson Street, Floor 8, New York, NY, 10013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erika provides event support on a contract basis for Linle J. Froeb Events, LLC, an event company. She works approximately 24 hours per event, twice a year.
Employment History
Current Registrations
Connective Wealth Partners, LLC
Previous Registrations
Fg Advisory Services, LLC.
Fg Advisory Services, LLC.
State Registrations1 state
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