Eric Medina
Eric Medina is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 37 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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 involved in independent insurance sales, property and casualty insurance sales, and is a registered representative with Innovation Partners LLC. He also coaches high school tennis, dedicating about a quarter of his time to this non-investment related activity.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Innovation Partners LLC
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Moneyblock
TradingblockBroker
Waddell & Reed, INC.Broker
Waddell & Reed
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Aig Retirement Advisors, INC.
VALIC Financial Advisors, INC.Broker
Emmett a Larkin Company, INC.Broker
U.S. Discount Brokerage, INC.Broker
Emmett a Larkin Company, INC.Broker
First Montauk Securities CORP.Broker
A. G. Edwards & Sons, INC.Broker
United Capital CorporationBroker
Brooks Weinger Robbins & Leeds INC.Broker
Waddell & Reed, INC.Broker
First Investors CorporationBroker
State Registrations2 states
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.