Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients who select the Wrap Fee Option pay a single, all-inclusive fee. The fee ranges from 0.25% to 2.00%. Fees are negotiable at the sole discretion of the Advisor and vary depending upon the complexity of the client situation, scope of the services provided, and experience and expertise of the IAR. Clients should note that the same or similar services to those described above may be available elsewhere at a lower cost to the client.
Areas of Practice
Advisor Information
Office location
101 Normandy Road, Suite 101, Casselberry, FL, 32707
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is involved in a variety of outside business activities, including serving on multiple boards (charitable and professional), owning and managing real estate holdings, and teaching at several universities, taking nearly full-time with Grand Valley State University. None of these activities appear to be insurance-related.