EO
EO
Eric Ochotnicki
14 Years of Experience
Austin, TX
2 Disclosures
Eric Ochotnicki is a registered investment advisor at Lcr Financial Group, LLC, based in Austin, TX, with 14 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. Their firm serves 5 clients with $730K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$146K average
Assets Under Management
$730K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
LCR Financial Group charges a negotiable annual fee based on the total value of your portfolio. Fees are paid daily. You are also responsible for third-party fees such as custodian fees and transaction fees.
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Location
Austin, TX
Get directionsHistory
Regulatory History (2)
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Financial
November 2022Pending
Customer Dispute
August 2022Pending
Employment History
Current Registrations
Lcr Financial Group, LLC
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Lcr Asset Management, LLC
April 2010 - December 2017 · 7 yrs 8 mos
State Registrations1 state
TX
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.