Eric Passin is a registered investment advisor at Savvy, based in Whippany, NJ, with 33 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Whippany, NJ
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2014Judgment / Lien
June 2014Other Business ActivitiesSells Insurance
Eric is an insurance agent with DPL Financial Partners, offering accidental, health, life, and variable annuities and term. This activity takes minimal time.
Employment History
Current Registrations
Savvy
Previous Registrations
Farther
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
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.
Exams
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