Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
19511 Governors Highway, Flossmoor, IL, 60422
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Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Eric is an owner/agent at Polaris, focusing on insurance and annuity sales, and a managing partner at Polaris Insurance Agency, dedicating about a quarter of his time to these activities. He also owns Polaris Wealth Management (an RIA) and spends a significant amount of time on RIA leadership, management, supervision, and client work.