Advisor at 56 Capital Partners, Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.
Based on 56 Capital Partners, Ltd
Based on 56 Capital Partners, Ltd
Financial planning fixed fees between $3,000 and $25,000 for initial plan or consultation; ongoing fixed fees generally $1,000 to $3,000 per year, semi-annual or quarterly
$0+: 1% annually for standard asset allocation models with typical investments like ETFs, stocks, bonds, and mutual funds +: 2% annually for asset management including options, derivatives, warrants, metals, complex products, hedging, and advanced investing methods
$100 to $500 per hour for ongoing financial planning and consulting services depending on complexity
Perry, GA
Colorado · Georgia · Michigan · Texas · Virginia
56 Capital Partners, Ltd.
2017 - Present (9 years)
Northwestern Mutual Wealth Management Company
2016 - 2017 (1 year)
Northwestern Mutual Investment Management
2015 - 2017 (2 years)
Derek Martin
2013 - 2017 (4 years)
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Broker-dealer / trader
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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