Maria Ergas is a CFP-designated registered investment advisor at Procyon, based in Shelton, CT, with 12 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
1 Corporate Drive, Suite 225, Shelton, CT, 06484
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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 →Employment History
Current Registrations
Procyon
Previous Registrations
Facet
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Cssc Investment Advisory Services, INC.
Cssc Brokerage Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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