Erik Peterson
Erik Peterson is a registered investment advisor at Cs Planning CORP, based in East Wenatchee, WA, with 28 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
667 Grant Road, Suite 1, East Wenatchee, WA, 98802
Get directionsHistory
Regulatory History (1)
Criminal
August 1993Other 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.
Employment History
Current Registrations
Cs Planning CORP
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Pacific Harbor Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations15 states
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.