Eric Kleinberg
Eric Kleinberg is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, 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 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
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
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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.