EB
CFP
EB
CFP

Eric Brown

37 Years of Experience
St. Louis, MO
Broker

Eric Brown is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 37 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Benjamin F. Edwards & Company, Incorporated
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - May 2024 · 16 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2024 · 16 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
Morgan Stanley
July 2005 - August 2005 · 1 mo
Morgan Stanley Dw INC.Broker
July 2000 - August 2005 · 5 yrs 1 mo
Tucker Anthony IncorporatedBroker
June 1994 - July 2000 · 6 yrs 1 mo
Lehman Brothers INC.Broker
October 1990 - June 1994 · 3 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1989 - November 1990 · 1 yr 8 mos
State Registrations22 states
ALAZCACOCTDCFLGAMAMDMENCNHNJNYORPARISDTNVAVT
AdvisorBrokerBoth

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.