Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and may differ from client to client.
Fee Estimator
Fees vary depending on the service. Investment Consulting Services and AMC Advantage Program fees are based on a percentage of assets under management, as detailed in the fee table. Plan Sponsor and Plan Participant Services fees are also based on a percentage of plan assets and are negotiable. Plan sponsors that elect ERS’ Envestnet ERS 3(38) discretionary services will incur an additional 0.05% fee. An annual base fee of $2,500 applies to newly established plans.
Areas of Practice
Advisor Information
Office location
214 Tryon St, Fl 32, Charlotte, NC, 28202
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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