Erickson Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. As a fiduciary, Erickson Financial is legally required to act in your best interest. Services include investment management using ETFs, mutual funds, and individual stocks, as well as financial planning covering retirement, savings, insurance, and education. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$200M
Clients260
Advisors3
Avg. per Client$760K
Avg. per Advisor$66M
www.ericksonfinancialgroup.com ·www.linkedin.com/company/erickson-financial-group ·twitter.com/ericksonfingrp
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...