{"id":1093,"date":"2020-09-11T11:19:06","date_gmt":"2020-09-11T15:19:06","guid":{"rendered":"https:\/\/ericksonadvisors.com\/services\/now-advantage\/now-asset-management\/"},"modified":"2024-02-09T12:25:55","modified_gmt":"2024-02-09T17:25:55","slug":"now-asset-management","status":"publish","type":"page","link":"https:\/\/ericksonadvisors.com\/financial-services\/now-advantage\/now-asset-management\/","title":{"rendered":"Now Asset Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1093\" class=\"elementor elementor-1093\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-27e0bc5 mobile-margins e-con-full e-flex e-con e-parent\" data-id=\"27e0bc5\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a052166 e-flex e-con-boxed e-con e-child\" data-id=\"a052166\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c659fb0 elementor-widget elementor-widget-uael-advanced-heading\" data-id=\"c659fb0\" data-element_type=\"widget\" data-widget_type=\"uael-advanced-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n\t\t<div class=\"uael-module-content uael-heading-wrapper\">\n\t\t\t\t\t\t\n\t\t\t<h1 class=\"uael-heading\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"uael-heading-text elementor-inline-editing uael-size--default\" data-elementor-setting-key=\"heading_title\" data-elementor-inline-editing-toolbar=\"basic\">Now Asset Management<sup><span style=\"font-size:30px\">\u2122<\/span><\/sup><\/span>\n\t\t\t\t\t\t\t<\/h1>\n\n\t\t\t\t\t\t\t<div class=\"uael-sub-heading elementor-inline-editing\" data-elementor-setting-key=\"sub_heading\" data-elementor-inline-editing-toolbar=\"advanced\" ><p>THOUGHTFUL INVESTING. TAILORED To Your Needs<\/p><\/div>\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-f3f67ee mobile-margins cmp cmp-basic-text e-con-full e-flex e-con e-parent\" data-id=\"f3f67ee\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0307866 e-flex e-con-boxed e-con e-child\" data-id=\"0307866\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3805547 elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"3805547\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><b>Now Asset Management<\/b> is one of the linchpins of Erickson Now Advantage. Guided by your personal plan and our continuous investment process we bring over forty years of portfolio management experience to our Now Asset Management program.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-dce-background-color=\"#083D6B\" class=\"elementor-element elementor-element-379575f elementor-align-left elementor-widget elementor-widget-button\" data-id=\"379575f\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us Today<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-653f0f9 mobile-margins e-con-full e-flex e-con e-parent\" data-id=\"653f0f9\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4ec1f3d e-flex e-con-boxed e-con e-child\" data-id=\"4ec1f3d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a96443e e-con-full e-flex e-con e-child\" data-id=\"a96443e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d1f98a2 elementor-widget elementor-widget-heading\" data-id=\"d1f98a2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 30-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h4 class=\"elementor-heading-title elementor-size-default\">Research and process<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e20b79 elementor-widget elementor-widget-text-editor\" data-id=\"5e20b79\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Our process incorporates the use of top-line investment strategies<\/strong> that range from aggressive growth to the more conservative and portfolio preservation. We utilize mutual funds, ETFs and individual securities, continuously doing research and executing due diligence through analytic tools like Morningstar, Sustainalytics, MSCI and Natixis risk budgeting analysis. We incorporate our findings into your individual needs and investment goals to actively manage your investments portfolio and utilize Albridge Reporting to give you personal performance data reports. Each quarter we determine where we want our allocations for those high-level strategy changes or holds, look at each individualized household portfolio given their specific investment restrictions, goals, and income\/ cash needs, and rebalance appropriately.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5c2843a e-con-full e-flex e-con e-child\" data-id=\"5c2843a\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ecabf1 elementor-widget elementor-widget-heading\" data-id=\"2ecabf1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Creating your personal investment strategy<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ac6e0a elementor-widget elementor-widget-text-editor\" data-id=\"7ac6e0a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Every investment account requires us to develop a Personalized Investment Policy Statement for you<\/strong>\u2014our roadmap for how to keep your accounts invested on your behalf. This statement should consider how long these funds will be invested, what your goals are, what level of volatility you can tolerate and if you will be incorporating any other specific considerations we must accommodate.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9a2b239 mobile-margins e-con-full e-flex e-con e-parent\" data-id=\"9a2b239\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-97dad02 e-flex e-con-boxed e-con e-child\" data-id=\"97dad02\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-966390e e-con-full e-flex e-con e-child\" data-id=\"966390e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72f7798 elementor-widget elementor-widget-heading\" data-id=\"72f7798\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Philosophy<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0483032 elementor-widget elementor-widget-text-editor\" data-id=\"0483032\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Erickson Advisors actively considers environmental, social and governance (ESG) criteria as part of your overall investment strategy<\/strong>, working within your value systems as well as our risk analyses. Generally, we view ESG Criteria as a risk mitigator and another level of diversification. Financial Advisor Lauren Erickson is a Chartered Socially Responsible Investing Counselor (CSRIC\u2122) and your ESG lead on Erickson\u2019s investment committee.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4737566 e-con-full e-flex e-con e-child\" data-id=\"4737566\" data-element_type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-8c6afc8 mobile-margins cmp cmp-posts e-con-full e-flex e-con e-parent\" data-id=\"8c6afc8\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-b2d789f e-flex e-con-boxed e-con e-child\" data-id=\"b2d789f\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-acc844c elementor-widget elementor-widget-heading\" data-id=\"acc844c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Learn more about Erickson's Now Advantage<sup><span style=\"font-size:20px\">\u2122<\/span><\/sup><\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-1c1ed03 mobile-margins e-con-full e-flex e-con e-parent\" data-id=\"1c1ed03\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-43e51ad e-flex e-con-boxed e-con e-child\" data-id=\"43e51ad\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c205fbb elementor-widget elementor-widget-template\" data-id=\"c205fbb\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"4853\" class=\"elementor elementor-4853\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-1dfb4ad e-con-full pricing-accordion e-flex e-con e-parent\" data-id=\"1dfb4ad\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" data-dce-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" data-dce-advanced-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" class=\"elementor-element elementor-element-25103d5 e-con-full e-flex e-con e-child\" data-id=\"25103d5\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-7628f4e e-flex e-con-boxed e-con e-child\" data-id=\"7628f4e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-da77ac9 heading-hover-blue elementor-widget elementor-widget-heading\" data-id=\"da77ac9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/ericksonadvisors.com\/financial-services\/now-advantage\/now-financial-planning\/\">Now Financial Planning\u2122<\/a><\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d30167c elementor-widget elementor-widget-text-editor\" data-id=\"d30167c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A complete financial picture and meaningful plan of action, for individuals, families or your business<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1e51a1 elementor-widget__width-inherit fin-planning elementor-widget elementor-widget-pp-advanced-accordion\" data-id=\"a1e51a1\" data-element_type=\"widget\" data-settings=\"{&quot;accordion_type&quot;:&quot;accordion&quot;,&quot;toggle_speed&quot;:300}\" data-widget_type=\"pp-advanced-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"pp-advanced-accordion pp-toggle-icon-align-right\" id=\"pp-advanced-accordion-a1e51a1\" data-accordion-id=\"a1e51a1\" role=\"tablist\">\n\t\t\t\t\t\t\t<div class=\"pp-accordion-item\">\n\t\t\t\t\t\t\t\t\t\t<div id=\"pp-accordion-tab-title-1691\" class=\"pp-accordion-tab-title\" tabindex=\"0\" data-tab=\"1\" role=\"tab\" aria-controls=\"pp-accordion-tab-content-1691\" aria-expanded=\"false\">\n\t\t\t\t\t\t<span class=\"pp-accordion-title-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"pp-accordion-title-text\">\n\t\t\t\t\t\t\t\tReview Pricing\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pp-accordion-toggle-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-close pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-open pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"pp-accordion-tab-content-1691\" class=\"pp-accordion-tab-content\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"pp-accordion-tab-title-1691\">\n\t\t\t\t\t\t<p>There\u2019s more than one way to Plan -<\/p><p><strong>Erickson One\u2122<\/strong> \u2013 One-time initial planning fee of $1,200 plus % of AUM for ongoing investment management and planning<\/p><p><strong>Erickson Go\u2122<\/strong> \u2013 Annual Subscription starting at $3,500 *subject to change year over year based upon plan complexity.<\/p><p><strong>Erickson Plus\u2122<\/strong> \u2013 A modular flat fee service for targeted scope of work - *please inquire.<\/p><p><a href=\"#\">READ MORE<\/a><\/p>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" data-dce-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" data-dce-advanced-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" class=\"elementor-element elementor-element-c64381e e-con-full e-flex e-con e-child\" data-id=\"c64381e\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5490078 e-flex e-con-boxed e-con e-child\" data-id=\"5490078\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23908bb heading-hover-blue elementor-widget elementor-widget-heading\" data-id=\"23908bb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/ericksonadvisors.com\/financial-services\/now-advantage\/now-asset-management\/\">Now Asset Management<sup>\u2122<\/sup><\/a><\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c4fb4c4 elementor-widget elementor-widget-text-editor\" data-id=\"c4fb4c4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tA personalized investment strategy based on specific income, tax, investment and risk considerations\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d58c63 elementor-widget__width-inherit elementor-widget elementor-widget-pp-advanced-accordion\" data-id=\"6d58c63\" data-element_type=\"widget\" data-settings=\"{&quot;accordion_type&quot;:&quot;accordion&quot;,&quot;toggle_speed&quot;:300}\" data-widget_type=\"pp-advanced-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"pp-advanced-accordion pp-toggle-icon-align-right\" id=\"pp-advanced-accordion-6d58c63\" data-accordion-id=\"6d58c63\" role=\"tablist\">\n\t\t\t\t\t\t\t<div class=\"pp-accordion-item\">\n\t\t\t\t\t\t\t\t\t\t<div id=\"pp-accordion-tab-title-1141\" class=\"pp-accordion-tab-title\" tabindex=\"0\" data-tab=\"1\" role=\"tab\" aria-controls=\"pp-accordion-tab-content-1141\" aria-expanded=\"false\">\n\t\t\t\t\t\t<span class=\"pp-accordion-title-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"pp-accordion-title-text\">\n\t\t\t\t\t\t\t\tReview Pricing\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pp-accordion-toggle-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-close pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-open pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"pp-accordion-tab-content-1141\" class=\"pp-accordion-tab-content\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"pp-accordion-tab-title-1141\">\n\t\t\t\t\t\t<p>A percentage of Assets Under Management between .65% - 1.25% - determined by service level and value of portfolio.<\/p><p>\u00a0<\/p><p><strong>Now Asset Management\u2122<\/strong> is an independent program that can be combined with Now Financial Planning\u2122 as needed.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" data-dce-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" data-dce-advanced-background-hover-image-url=\"https:\/\/ericksonadvisors.com\/wp-content\/uploads\/rectangle-17-copy-2@3x.png\" class=\"elementor-element elementor-element-730787c e-con-full e-flex e-con e-child\" data-id=\"730787c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-dcbd390 e-flex e-con-boxed e-con e-child\" data-id=\"dcbd390\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20e4886 heading-hover-blue elementor-widget elementor-widget-heading\" data-id=\"20e4886\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/ericksonadvisors.com\/financial-services\/now-advantage\/now-transitions\/\">Now Transitions<sup>\u2122<\/sup><\/a><\/h6>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11484c8 elementor-widget elementor-widget-text-editor\" data-id=\"11484c8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tA proactive approach to ensuring the smooth transfer of your estate according to your exact wishes\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52b5a8d elementor-widget__width-inherit elementor-widget elementor-widget-pp-advanced-accordion\" data-id=\"52b5a8d\" data-element_type=\"widget\" data-settings=\"{&quot;accordion_type&quot;:&quot;accordion&quot;,&quot;toggle_speed&quot;:300}\" data-widget_type=\"pp-advanced-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"pp-advanced-accordion pp-toggle-icon-align-right\" id=\"pp-advanced-accordion-52b5a8d\" data-accordion-id=\"52b5a8d\" role=\"tablist\">\n\t\t\t\t\t\t\t<div class=\"pp-accordion-item\">\n\t\t\t\t\t\t\t\t\t\t<div id=\"pp-accordion-tab-title-8671\" class=\"pp-accordion-tab-title\" tabindex=\"0\" data-tab=\"1\" role=\"tab\" aria-controls=\"pp-accordion-tab-content-8671\" aria-expanded=\"false\">\n\t\t\t\t\t\t<span class=\"pp-accordion-title-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"pp-accordion-title-text\">\n\t\t\t\t\t\t\t\tReview Pricing\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pp-accordion-toggle-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-close pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class='pp-accordion-toggle-icon-open pp-icon'>\n\t\t\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div id=\"pp-accordion-tab-content-8671\" class=\"pp-accordion-tab-content\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"pp-accordion-tab-title-8671\">\n\t\t\t\t\t\t<p>Flat fee assessed by scope of work starting at $2,500.00.<\/p><p>\u00a0<\/p><p>Fee schedule available as needed.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6181aba mobile-margins e-con-full e-flex e-con e-parent\" data-id=\"6181aba\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d324f4e e-flex e-con-boxed e-con e-child\" data-id=\"d324f4e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df00dcc elementor-widget-tablet__width-initial elementor-widget-mobile__width-inherit elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"df00dcc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><em><strong>Mutual Funds and Exchange-traded funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.<\/strong><\/em><\/p><p><em>Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.<\/em><\/p><p><em>All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.<\/em><\/p><p><em>A diversified portfolio does not assure a profit or protect against loss in a declining market.<\/em><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Now Asset Management\u2122 THOUGHTFUL INVESTING. TAILORED To Your Needs Now Asset Management is one of the linchpins of Erickson Now Advantage. Guided by your personal plan and our continuous investment [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":1091,"menu_order":36,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"_links":{"self":[{"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/pages\/1093"}],"collection":[{"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/comments?post=1093"}],"version-history":[{"count":24,"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/pages\/1093\/revisions"}],"predecessor-version":[{"id":7464,"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/pages\/1093\/revisions\/7464"}],"up":[{"embeddable":true,"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/pages\/1091"}],"wp:attachment":[{"href":"https:\/\/ericksonadvisors.com\/wp-json\/wp\/v2\/media?parent=1093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}