Eagle Ridge Wealth Advisors (ERWA) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ERWA also offers comprehensive financial planning for a fixed monthly fee, where a planner develops, implements, and monitors the plan. ERWA also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$52M
Clients53
Advisors1
Avg. per Client$990K
Avg. per Advisor$52M
www.facebook.com/eagleridgewealthadvisors ·erwealth.com ·www.facebook.com/tim-doehrmann-cfp-114651406600468
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee for households with accounts over $500,000. Households with accounts under $500,000 pay 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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