Eric Liriano
Eric Liriano is a CFP-designated registered investment advisor at Liriano Wealth Advisory Group, LLC, based in Newton Center, MA, with 33 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
For clients participating in the AssetMark platform, LWAG charges: - Under $500,000 — 0.55% per year - $500,001 to $1,000,000 — 0.45% per year - $1,000,001 to $3,000,000 — 0.35% per year - Over $3,000,000 — 0.25% per year AssetMark also charges a 0.15% platform fee unless a sub-advisor is used. If a sub-advisor is used, the sub-advisor's fee will not exceed 1.10%.
Fee Estimator
Location
50 Glen Avenue, Newton Center, MA, 02459
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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.
Learn about disclosures →Employment History
Current Registrations
Liriano Wealth Advisory Group, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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