Erik Kratz is a CFA-designated registered investment advisor at Arena Private Wealth, based in Chicago, IL, with 1 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, High Net Worth, Investment Management, and 1 more. Their firm serves 86 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
401 N. Michigan Avenue, Suite 610, Chicago, IL, 60611-5584
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 Activities
Erik is a board member for CHA Shared Services, which provides services to hospitals in Colorado. He dedicates minimal time to this role, acting as a financial advisor to a board of hospital CEOs.
Employment History
Current Registrations
Arena Private Wealth
Previous Registrations
Focus Partners Wealth, LLC
State Registrations2 states
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.