Erika Marin
Erika Marin is a registered investment advisor at Strategic Financial Concepts, LLC, based in El Paso, TX, with 23 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
1001 N Clark Dr, El Paso, TX, 79905
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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 →Other Business ActivitiesSells Insurance
Erika sells non-variable insurance products (life, disability, LTC) and dedicates about 10-20% of her time to this. She also works as a notary, spending minimal time on this activity, and provides investment advisory services through Strategic Financial Concepts, LLC, dedicating about 10-20% of her time.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Strategic Financial Concepts, LLC
American General Securities Incorporated
American General Securities IncorporatedBroker
VALIC Financial Advisors, INC.Broker
State Registrations12 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.