Advisor at Calrivan Wealth Management
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Firm
Calrivan Wealth Management
Location
Randolph, NJ
Credentials
Series 63, Series 65
Industry experience
1 year
Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.
Financial plans offered based on flat fee between $499 and $1,999
$0 - $99,999: 1.50% annually $99,999.01 - $249,999: 1.25% annually $249,999.01 - $499,999: 1.05% annually $499,999.01 - $999,999: 0.95% annually $999,999.01 - $1,499,999: 0.85% annually $1,499,999.01+: 0.75% annually
$250 per hour for consultation services
Fee-only: Fixed fees for financial plans between $499 and $1,999; hourly consultation fee $250 per hour
Randolph, NJ
New Jersey
Calrivian LLC dba Calrivian Wealth Management
2024 - Present (2 years)
Cross River Bank
2021 - 2024 (3 years)
Calrivan LLC
2020 - Present (6 years)
Charles Schwab (Formerly TD Ameritrade)
2015 - 2021 (6 years)
VanessKnitS, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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