Eric Holmes
Eric Holmes is a registered investment advisor at Reliance Capital Holdings, LLC, based in Southfield, MI, with 19 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 35 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable above $1,000,000.
Fee Estimator
Location
26211 Central Park Blvd, Suite 601, Southfield, MI, 48076
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Eric is the controller for Excell Diabetic Supply, overseeing business operations, and an officer for J&J Capital, managing his own real estate, dedicating minimal time to each. He also owns Holmes and Associates, selling life insurance, disability insurance, and long-term care insurance, spending about a quarter of his time on this activity, and owns rental property at Chelsea Square, spending minimal time.
Employment History
Current Registrations
Reliance Capital Holdings, LLC
Previous Registrations
American Portfolios Advisors, INC
United Securities Alliance, INC.
State Registrations1 state
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.