Erik Lehr is a CFA-designated registered investment advisor at Directional Financial Services, based in Seattle, WA, with 12 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 43 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Clients using the Institutional Intelligent Portfolios™ platform pay 0.35% per year. Non-SIIP Clients pay 0.50% per year. All fees are negotiable.
Fee Estimator
Location
1420 5th Ave, Suite 3150, Seattle, WA, 98101
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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 board member of the CAIA Society's Seattle Chapter, dedicating minimal time to organizing investment-related educational events since 2017. He also serves as Treasurer of the Board of Directors for FinAbility, a non-profit organization, spending minimal time reviewing and approving budgets since April 2022.
Employment History
Current Registrations
Directional Financial Services
Empirical Wealth Management
Previous Registrations
Directional Financial Services
State Registrations5 states
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