Erik Boehm is a CFA-designated registered investment advisor at Stone Bridge Asset Management, LLC, based in Chattanooga, TN, with 20 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 221 clients with $82M 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 | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fees are assessed a flat rate based on the value of the account. The minimum portfolio value is generally set at $10,000. The minimum annual fee for any account is $100. Stone Bridge may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Stone Bridge deems it appropriate under the circumstances.
Fee Estimator
Location
240 Forest Avenue, Suite 101, Chattanooga, TN, 37405
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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 Activities
Erik is a Partner with Stone Bridge Capital Group, LLC, serving as the general partner of the Stone Bridge Opportunities Fund, L.P., dedicating minimal time to this. Erik also owns 50% of B&B Walnut Hill Partnership, which owns the business location for Stone Bridge Asset Management, spending minimal time on this activity.
Employment History
Current Registrations
Stone Bridge Asset Management, LLC
Previous Registrations
Ashdon Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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