EW
CFP
EW
CFP

Erik Christopher Weir

25 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
377 clients
Average Client Portfolio
$283K average
Assets Under Management
$106.8M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.50%
$10.0M - $20.0M1.25%
$20M+1.00%

Management Fees are negotiable in only the sole and absolute discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 Riverplace, Suite 500, Greenville, SC, 29601

Get directions

History

Regulatory History (2)
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Customer Dispute
April 2010
Settled
Employment Separation After Allegations
November 1994
Other Business Activities

Erik is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. He is also involved with several other LLCs, including WCM Global Wealth LLC, an investment advisor firm, which takes about half of Erik's time.

Employment History
Current Registrations
Taverik Capital, LLC
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
First Allied Securities, INC.
August 2005 - March 2010 · 4 yrs 7 mos
Weir Capital Management LLC
February 1999 - April 2005 · 6 yrs 2 mos
State Registrations4 states
ALCAGASC
Advisor
Exams
No exam information available for this advisor.
Erik Christopher Weir - Financial Advisor | TrueAdvisor