Eric Bilitz
Eric Bilitz is a registered investment advisor at Vanderbilt Advisory Services, based in Indianapolis, IN, with 31 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
3925 River Crossing PKWY, Suit 140, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (9)
Customer Dispute
March 2024Customer Dispute
April 2015Customer Dispute
June 2014Customer Dispute
June 2013Customer Dispute
August 2009Customer Dispute
March 2009Customer Dispute
May 2007Customer Dispute
February 2006Customer Dispute
March 1998Other Business ActivitiesSells Insurance
Eric owns Bilitz and Associates LLC, spending minimal time paying overhead costs. He is also the President of Endeavor Financial Group, where he spends about a quarter of his time selling fixed insurance products.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
A. G. Edwards & Sons, INC.Broker
H.J. Meyers & CO., INC.Broker
Gruntal & CO., L.L.C.Broker
Rodman & Renshaw INC.Broker
Emanuel and CompanyBroker
State Registrations15 states
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.