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Erickson’s Now Advantage™

A Program Just for You

All together now.

Erickson Now Advantage is a full range of personalized investment and planning programs that work independently or in tandem with one another. We assess your unique situation and focus on the things that matter most to you, whether that’s a retirement goal, a legacy for future generations, a commitment to values-based investing—or all of the above.

Together, we’ll build investment frameworks and planning solutions with impact and purpose to fit you, through each stage of your financial life, encouraging you to plan now and live now—every step of the way.

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Now Financial Planning™

A complete financial picture and meaningful plan of action, for individuals, families or your business

There’s more than one way to Plan -

Erickson One™ – One-time initial planning fee of $1,200 plus % of AUM for ongoing investment management and planning

Erickson Go™ – Annual Subscription starting at $3,500 *subject to change year over year based upon plan complexity.

Erickson Plus™ – A modular flat fee service for targeted scope of work - *please inquire.

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Now Asset Management™
A personalized investment strategy based on specific income, tax, investment and risk considerations

A percentage of Assets Under Management between .65% - 1.25% - determined by service level and value of portfolio.

 

Now Asset Management™ is an independent program that can be combined with Now Financial Planning™ as needed.

Now Transitions™
A proactive approach to ensuring the smooth transfer of your estate according to your exact wishes

Flat fee assessed by scope of work starting at $2,500.00.

 

Fee schedule available as needed.

All for one. One for all.

Whether you have parents or grandparents nearing retirement and needing to make big decisions, or you have a family business with complex planning needs, everyone and everything is interconnected. And the different components of Erickson Now Advantage will help you and your family live the lives you want, today and in the future.

GREENSBORO
301 N. Elm Street, Suite 301
Greensboro, NC 27401
P: 336-274-9403
F: 336-273-0217

DURHAM
3001 Academy Rd., Suite 110
Durham, NC 27707
P: 919-595-0619
F: 336-273-0217

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Quarterly Comments February 2024

February 16, 2024
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© 2023 Erickson Advisors

Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer & Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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