Erika Devlin is a registered investment advisor at Wealth Management Advisors RIA, INC., based in Windsor, CO. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 151 clients with $120M 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 $100K | 2.00% |
| $100K - $5.0M | 1.50% |
| $5M+ | 1.50% |
Annual fee may be negotiable based upon certain criteria. For variable and fixed index annuity management, the fee will not exceed 1% of the assets managed.
Fee Estimator
Location
617 Main St., Windsor, CO, 80550
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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 →Employment History
Current Registrations
Wealth Management Advisors RIA, INC.
State Registrations1 state
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.