ERK Wealth Advisors provides investment management and financial planning services. Investment management is offered on a discretionary basis, where ERKWA makes investment decisions for you. Financial planning includes one-time plans and ongoing advice covering retirement, taxes, insurance, and more. ERKWA may use a sub-advisor, Wealth Management, LLC, for investment management.
Assets Under Management$5.6M
Clients23
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable. Wealth Management, LLC receives 30-40% of the fees when used as a sub-advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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