Erin Semelka is a registered investment advisor at Schorn Wealth, based in Sheridan, AR, with 11 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 721 clients with $390M 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 $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Sheridan, AR
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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
Erin owns rental property and also worked as a Financial Assistant at the US Embassy in Nassau, Bahamas until September 2023. The rental property takes minimal time outside of trading hours, while the Financial Assistant position took nearly full-time hours.
Employment History
Current Registrations
Schorn Wealth
Previous Registrations
Schorn Wealth
Clockwise Capital LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations2 states
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