Donald Erickson is a ChFC-designated registered investment advisor at Clarity Asset Management, INC., based in Ames, IA, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 267 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.35% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
2117 Philadelphia Street, Suite 100, Ames, IA, 50010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clarity Asset Management, INC.
Previous Registrations
Resource Planning Group (rpg)
State Registrations1 state
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