EL

Eric William Lathrop

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

Financial Plan Fee:$500 - $15,000
Hourly Rate:$50 - $800/hr

Aurora charges fixed, hourly, or asset-based fees for financial planning and investment management. Financial planning fees range from $500 to $15,000 (fixed) or $50 to $800 (hourly). Investment management fees typically range from 0.25% to 2.95% annually, depending on the IAR and client agreement. Clients also incur additional charges from third parties like broker-dealers and custodians. Discounts may be offered to family and friends of associated persons of the firm.

Areas of Practice
Retirement PlanningCharitable GivingTax PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

151 Main Street, Flemington, NJ, 08822

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is a Senior Wealth Advisor, spending minimal time selling fixed insurance and fixed annuities with various carriers since 2019. He also works as a Wealth Advisor for Aurora Private Wealth, Inc., dedicating nearly full-time hours to advising clients' investment accounts.

Employment History
Current Registrations
Aurora Private Wealth, INC.
January 2019 - Present · 7 yrs
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2016 - December 2018 · 2 yrs 7 mos
Insight Private Advisors, LLC
February 2015 - December 2018 · 3 yrs 10 mos
Premier College Funding
June 2012 - December 2014 · 2 yrs 6 mos
LPL Financial LLC
January 2012 - May 2016 · 4 yrs 4 mos
LPL Financial LLC Broker
January 2012 - May 2016 · 4 yrs 4 mos
Morgan Stanley Smith Barney LLC
July 2010 - January 2012 · 1 yr 6 mos
Morgan Stanley Smith Barney Broker
June 2010 - January 2012 · 1 yr 7 mos
State Registrations8 states
AZCTMDNCNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric William Lathrop - Financial Advisor | AdvisorDiscover