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Eric Leibowitz

Thepartners Wealth Management
38 Years of Experience
Freehold, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Eric Leibowitz is a registered investment advisor at Thepartners Wealth Management, based in Freehold, NJ, with 38 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,212 clients with $1.2B in assets under management.

Thepartners Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
6,212 clients
Average Client Portfolio
$191K average
Assets Under Management
$1.2B

Fee Structure

ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.

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Location

Freehold, NJ

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Eric works as an independent insurance agent for Belpointe Insurance, LLC. This activity requires minimal time.

Employment History
Current Registrations
Thepartners Wealth Management
June 2026 - Present · 4 mos
Previous Registrations
Belpointe Asset Management LLC
April 2019 - July 2026 · 7 yrs 3 mos
Cambridge Investment Research Advisors, INC.
May 2014 - April 2019 · 4 yrs 11 mos
Cambridge Investment Research, INC.Broker
May 2014 - April 2019 · 4 yrs 11 mos
Ameritas Investment CORP
September 2004 - June 2014 · 9 yrs 9 mos
Ameritas Investment CORP.Broker
October 2003 - June 2014 · 10 yrs 8 mos
The Advisors Group, INC.
May 2002 - September 2004 · 2 yrs 4 mos
The Advisors Group, INC.Broker
March 1999 - October 2003 · 4 yrs 7 mos
Fahnestock & CO., INC.Broker
October 1992 - March 1999 · 6 yrs 5 mos
Investors Associates, INC.Broker
January 1991 - September 1992 · 1 yr 8 mos
First Montauk Securities CORP.Broker
February 1990 - December 1990 · 10 mos
Blinder, Robinson & CO., INC.Broker
July 1987 - January 1989 · 1 yr 6 mos
State Registrations2 states
FLNJ
Advisor

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
No exam information available for this advisor.
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