Eric Norberg
Eric Norberg is a CFP, ChFC-designated registered investment advisor at Ean Equity Financial Services LLC, based in Leesburg, VA, with 11 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 64 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The annual Investment Advisory Services Agreement fee is negotiable, depending upon the size and complexity of a client’s account(s).
Fee Estimator
Location
Leesburg, VA
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Regulatory 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 ActivitiesSells Insurance
Eric is the owner of EAN Equity Financial Services LLC since 2000, dedicating full-time hours to investment-related activities. He also does CPA tax preparation and sells a small amount of life insurance.
Employment History
Current Registrations
Ean Equity Financial Services LLC
Previous Registrations
Pks Investment Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.