Lars Erickson is a registered investment advisor at East Bay Equities LLC, based in Easton, MD, with 12 years of industry experience. Lars operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $1M 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 | 2.00% |
| $1M+ | 1.50% |
Fees are not negotiable.
Fee Estimator
Location
Easton, MD
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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
Lars is the sole member of East Bay Plans LLC, a home plans and job site consulting business for new construction, remodeling, and additions. This takes about half of his time, with about a quarter of his time spent during securities trading hours.
Employment History
Current Registrations
East Bay Equities LLC
State Registrations1 state
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