Eric Sluss
Eric Sluss is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Canonsburg, PA, with 36 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
380 Southpointe Blvd, Ste 100, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2003Customer Dispute
August 2003Customer Dispute
July 2002Other Business Activities
Eric acts in a fiduciary capacity for the John and Alice Sluss Irrevocable Income Trust. He also provides investment advisory services through Private Advisor Group, LLC and its DBA, The Sluss Advisory Group, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
American Express Service CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.
Exams
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