Daniel Erickson is a CFP-designated registered investment advisor at Harlow Wealth Management, INC., based in Vancouver, WA, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 673 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harlow Wealth Management's investment management fees can be up to 1.55% of the value of your portfolio per year. The exact fee may be negotiable based on the size and complexity of your account. Fees are charged monthly, based on the average daily value of your account. Harlow often recommends using sub-advisors, who charge separate fees that are disclosed in their own brochures.
Location
400 East Mill Plain Blvd., Suite 200, Vancouver, WA, 98660
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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 ActivitiesSells Insurance
Daniel is involved with Harlow Insurance Agency, LLC since October 2024, working in insurance.
Employment History
Current Registrations
Harlow Wealth Management, INC.
State Registrations1 state
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