Eric Barlow is a registered investment advisor at Andina Advisors, based in Draper, UT, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 711 clients with $1.3B 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 | 2.00% |
Fees are calculated in advance based on quarter-ending market values at a maximum rate of 2.00% annually. Cash, cash equivalents, and certain exchange-traded funds in flex accounts are charged a reduced fee of 0.20% per annum.
Fee Estimator
Location
344 W 13800 S, Suite 220, Draper, UT, 84020
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 Activities
Eric is involved in several private funds as a managing member or owner through various LLCs, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. These activities involve operational management and oversight of private limited partnerships and investment funds.
Employment History
Current Registrations
Andina Advisors
Previous Registrations
Andina Family Offices
State Registrations2 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.
Exams
More Advisors
- Austin Scott, CFPAndina Advisors
- Cody Lewis, ChFCProactive Wealth Management, INC.
- Bradyn Haderlie, CFPCapita Financial Network, LLC
- Barton Wagstaff, CFPCapita Financial Network, LLC
- Andrew Hills, CFPSan Francisco Wealth Planning LLC
- Sean Jones, CFPCapita Financial Network, LLC