Eric Katzman is a CFA-designated registered investment advisor at Rockingstone Advisors, based in Great Barrington, MA, with 8 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $280M 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 |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Fees are not tiered; the applicable single rate applies to all assets. All investment fees are negotiable and subject to discount at the firm's discretion. Digital assets are subject to a separate flat annual fee of 1.00%.
Fee Estimator
Location
292 Main Street, Suite 32, Great Barrington, MA, 01230
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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 serves on the Board of Trustees for Oberlin College and the Berkshire Natural Resource Council, and on the Advisory Board for Jove Island Acquisition Corp, all in investment-related roles. These activities require minimal time commitment.
Employment History
Current Registrations
Rockingstone Advisors
Previous Registrations
Rockingstone Advisors
State Registrations4 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
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