EW
EW

Erin Willcutt

5 Years of Experience
Pascagoula, MS
Sells Insurance

Erin Willcutt is a registered investment advisor at Icom Advisors, LLC, based in Pascagoula, MS, with 5 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
390 clients
Average Client Portfolio
$316K average
Assets Under Management
$123.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

501 Krebs Ave. Suite C, Pascagoula, MS, 39567

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Erin is the President/Owner of Mahogany Heights, LLC, a handbags and accessories sales & manufacturing company, and an owner of Flagship Embroidery, LLC. Erin is also an independent licensed insurance agent selling life, accident, and health insurance in Mississippi since 2012.

Employment History
Current Registrations
Icom Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Hancock Whitney Investment Services INC.
December 2020 - March 2022 · 1 yr 3 mos
Hancock Whitney Investment Services INC.Broker
August 2020 - March 2022 · 1 yr 7 mos
State Registrations2 states
LAMS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.