Eric Willer
Eric Willer is a CFA-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 20 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, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (3)
Regulatory
December 2021Judgment / Lien
December 2020Judgment / Lien
December 2020Other Business ActivitiesSells Insurance
Eric is involved in several outside business activities. These include tax advisory services, financial plans, life insurance sales, solar panel referrals, and working as a life insurance agent for Capstone Colorado and Mass Mutual, dedicating a few hours per week to each.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Direct Source Wealth Advisory
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Fusion Analytics Investment Partners LLC
Fusion Analytics Securities LLCBroker
Fusion Analytics Investment Partners LLC
Fusion Analytics Securities LLCBroker
Hoak Breedlove Wesneski & CO.Broker
Prudential Securities IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations24 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.