Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $10,000 to $100,000 per year, based on the complexity of the plan. Pension consulting fees range from 0.17% to 0.50% annually, based on plan size. For the Manager of Managers Program, Erben Associates receives 0.50% to 1.00% of client assets under management with the third-party adviser. SALI Fund Services fees are 0.35% to 1.00%. A minimum fixed fee of $3,000 per year is generally required for financial planning services and a minimum account size of $100,000 for MMP clients, but these are negotiable.
Areas of Practice
Advisor Information
Office location
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746
Get directionsRegulatory 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 ActivitiesSells Insurance
James is appointed with various outside insurance carriers for brokering non-registered insurance products through Erben Associates LLC. He is also involved in several other business activities, including real estate, speaking engagements, and business development, taking about a quarter of his time for Erben Associates LLC and EA M&A LLC.