Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Eric Little receives commissions on insurance products he sells. Clients are not required to purchase any insurance products from him and have the option to purchase these services through another insurance agent of their choosing.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116

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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

Kenneth is the president and an insurance agent at Estate Preservation Agency, Inc. since 2001, spending nearly full-time on insurance sales and general business supervision. He is also the president of Golden Age Marketing since 2009, focusing on insurance marketing for about 10-20% of his time.

Employment History
Current Registrations
Estate Performance Advisors L.L.C.
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
May 2017 - February 2019 · 1 yr 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.