Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO charges fees for portfolio management, pension consulting, and financial planning. Portfolio management fees are based on a percentage of assets under management, subject to negotiation. Financial planning fees are fixed and range from $250 to $30,000, also negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Fees are paid in advance, and unearned fees are refunded on a prorated basis.
Areas of Practice
Advisor Information
Office location
1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006
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 Activities
Erica is a member of Cannon Beach Haus, LLC, managing a vacation rental property for about half her time. She is also CFO and Integrator for Executive Tax Advisors, LLC, dedicating about a quarter of her time outside trading hours to income tax preparation and tax planning services.