Erik John Peterson

Cs Planning CORP

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Cs Planning CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

49 advisors

Number of Clients

2,819 clients

Average Client Portfolio

$449K average

Assets Under Management

$1.3B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.50%
$1.5M - $5.0M	1.00%
$5.0M - $10.0M	0.90%
$10M+	0.90%

Fees negotiable above $10,000,000.00

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$15,000

Location

667 Grant Road, Suite 1, East Wenatchee, WA, 98802

Get directions

History

Regulatory History (1)

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Criminal

August 1993

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Erik is an agent for Financial Alternatives, LLC, selling life insurance and fixed annuities since 1995, dedicating about 10-20% of his time. He is also an Investment Advisor Representative and Registered Representative with Planmember Securities Corporation, spending about half his time providing financial advisory and investment services, and owns Erik Peterson Orchards, a cherry orchard, dedicating about a quarter of his time.