Eric Bertz
Eric Bertz is a registered investment advisor at Equitable Advisors, LLC, based in Wellesley, MA, with 36 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, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
93 Worcester Street, Suite 103, Wellesley, MA, 02481
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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 several business activities, including P&C insurance referrals, group employee benefits sales, and managing rental property as a co-owner of Fairbanks Realty Advisors LLC. He also sells life insurance through Eagil Financial Group and acts as an administrator/executor/trustee. These activities take minimal time, except for group employee benefits sales, which take a few hours per week.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Osaic Fa, INC.
Osaic Fa, INC.Broker
Cigna Financial Advisors,inc.Broker
Compass Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Cigna Securities, INC.Broker
State Registrations15 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.