Eric Kleinberg
Eric Kleinberg is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 37 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B 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 | 3.00% |
Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.
Fee Estimator
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Criminal
September 2007Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Janney Montgomery Scott LLCBroker
Fms, INC.Broker
State Registrations14 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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