Erik Baskin is a CFP-designated registered investment advisor at Baskin Financial Planning, based in Colorado Springs, CO, with 4 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 52 clients with $29M 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee is negotiable in certain cases. At the sole discretion of BFP, this fee may be waived or reduced based on the fees being paid for ongoing comprehensive financial planning.
Fee Estimator
Contact
Erik Baskin
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baskin Financial Planning
State Registrations2 states
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Exams