Eric Springer
Eric Springer is a registered investment advisor at J. W. Cole Advisors, INC., based in Lowell, MI, with 30 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
309 E. Main Street, Lowell, MI, 49331
Get directionsHistory
Regulatory History (4)
Regulatory
April 2017Customer Dispute
August 2010Customer Dispute
June 2005Regulatory
June 1999Other Business ActivitiesSells Insurance
Eric is the President of Brookstone Investments, a sole proprietorship, and spends a few hours per week on securities trading. He also owns Blue Time LLC, an office building, and Florida Built, a clothing and marine accessories sales business, dedicating minimal time to each.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
J.W. Cole Financial, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Foresters Equity Services, INC.Broker
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.
Exams
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