Erman Retirement Advisory
Erman Retirement Advisory, Inc. is a registered investment adviser founded in 2000 by Howard D. Erman, CFP®. The firm specializes in providing personal financial planning and investment management services with a focus on retirement planning. Services offered include comprehensive financial planning, tactical asset management, financial snapshot, and special projects. The firm primarily charges fees based on a percentage of Assets under Management (AUM) and fixed fees for financial planning services. Erman Retirement Advisory, Inc. does not charge performance-based fees and does not have a minimum account size requirement. The firm acts as a fiduciary, putting clients' interests first. Investment strategies are based on Modern Portfolio Theory (MPT) and include strategic and tactical asset allocation. Clients have the option to grant discretionary authority for trading. The firm does not vote proxies on behalf of clients. Erman Retirement Advisory, Inc. has a Business Continuity Plan in place and maintains an information security program to protect clients' personal and confidential information. The firm is committed to maintaining the confidentiality, integrity, and security of client information.
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