Erben Associates, LLC
Assets Under Management
$335.3M
Number of Clients
122
Number of Advisors
7
Average Client AUM
$2.7M
AUM per Advisor
$47.9M
Compensation
Fixed/Hourly
About This Firm
Erben Associates provides financial planning, pension consulting services to 401(k) plan sponsors, and a manager of managers program. They tailor financial planning and consulting recommendations to individual client needs and objectives.
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. Manager of Managers Program fees vary, with Erben Associates typically receiving 0.50% to 1.00% of assets under management with the third-party adviser. SALI Fund Services fees are 0.35% to 1.00%. Fees and account minimums are negotiable. A minimum fixed fee of $3,000 per year for financial planning services and a minimum account size of $100,000 for MMP clients is generally required.
Areas of Practice
Location
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746