Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are charged annually, up to 2.0% of assets under management, billed quarterly in arrears. Financial planning fees range from $3,000 to $25,000 for initial plans or consultations. Ongoing financial planning services are offered on a fixed fee basis ($1,000 to $3,000 per year) or hourly ($100 to $500 per hour). Fees are negotiable.
Areas of Practice
Advisor Information
Office location
1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920
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
Erin may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.