Eric Arvold
Eric Arvold is a registered investment advisor at Portside Investment Advisors, LLC, based in Port Washington, WI, with 35 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Investment Advisors charges a percentage of the value of your portfolio each year. The specific percentage is negotiable and can range from 0% to 1%. They may adjust the fee based on factors like your relationship with the firm, the type and amount of assets managed, and negotiations with you. Fees are billed monthly based on the value of your account at the end of the month.
Location
1091 Shieling Ln, Suite 140, Port Washington, WI, 53074
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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.
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Eric is a part owner of Black Thunder LLC, a private limousine service, and a partner in Cedar Club Investments I & II, LLC, which invests in real estate. He also owns a condominium rental property and is a partner in TCC Platform Tennis Club; each of these activities requires minimal time.
Employment History
Current Registrations
Portside Investment Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Columbia Management Investment Distributors, INC.Broker
Columbia Management Distributors, INC.Broker
Columbia Financial Center IncorporatedBroker
Columbia Funds Distributor, INC.Broker
Wam Brokerage Services, L.L.C.Broker
Founders Asset Management LLCBroker
Founders Asset Management, INC.Broker
Strong Funds Distributors, 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.