Daniels & Erickson Financial Advisors is a registered investment advisor offering portfolio management and financial planning services. Portfolio management can be discretionary or non-discretionary, tailored to the client's goals and risk tolerance. Financial planning covers areas like retirement, estate, and tax planning. Daniels & Erickson may recommend sub-advisors for managing portions of client accounts.
Assets Under Management$190M
Clients62
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees may be negotiable on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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