Erik Flegal is a registered investment advisor at Imprint Wealth LLC, based in Mount Pleasant, SC, with 22 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 64 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Imprint Wealth offers investment management services where fees range from 0.50% to 2.00% annually, based on factors like the services offered, complexity, the amount you invest, and the overall relationship. These fees may include financial planning services. Clients also pay an annual platform fee based on the platform they select.
Location
357 N. Shelmore Blvd, Suite 2B, Mount Pleasant, SC, 29464
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Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business ActivitiesSells Insurance
Erik owns Red Carpet Charleston LLC since 2019, spending a few hours per week on this non-investment related activity. Erik also dedicates about 10% of his time to insurance sales.
Employment History
Current Registrations
Imprint Wealth LLC
Previous Registrations
Eudaimonia Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations2 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.