Eric Housman is a CFP-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Charlotte, NC, with 27 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 3 more. Their firm serves 1,498 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.60% |
Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
101 North Tryon Street, Charlotte, NC, 28202
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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 owns rental property in North Myrtle Beach, South Carolina, dedicating a few hours per week to it. This activity is not investment-related and will not interfere with his duties at the firm.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Fifth Third Wealth Advisors LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Signet Financial Services,inc.Broker
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
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