Erickson Braund
Erickson Braund is a CFP-designated registered investment advisor at Black Walnut Wealth Management, based in Traverse City, MI, with 30 years of industry experience. Erickson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 86 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee paid as a percentage of managed assets will not exceed the safe harbor maximum of 2.00%. BWWM may charge a lesser portfolio management fee, charge a flat fee, waive its fee entirely, or charge a fee based upon certain criteria.
Fee Estimator
Location
13919 S W Bay Shore Dr, Suite 104, Traverse City, MI, 49684
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Black Walnut Wealth Management
Previous Registrations
Dynamic
Regulus Advisors, LLCBroker
Regulus Advisors, LLCBroker
Regal Investment Advisors LLC
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Triad Advisors, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.