Eraine Parker is a registered investment advisor at Svb Wealth, based in Decatur, GA, with 30 years of industry experience. Eraine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,101 clients with $3.1B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are assessed quarterly in advance. Householding is used to aggregate accounts for fee calculation. SVB Wealth may negotiate fees based on account type, size, and services provided.
Fee Estimator
Location
Decatur, GA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2023Other Business Activities
Eraine owns rental real estate property since 1981, dedicating a few hours per week to maintenance and leasing. She is also the President/Owner of Byond Compliance LLC, a regulatory compliance consulting company, spending about 10-20% of her time on writing training, answering compliance questions, and public speaking.
Employment History
Current Registrations
First Citizens Asset Management, INC
Svb Wealth
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Ef Legacy Securities, LLCBroker
Edelman Financial Advisors LLC
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Suntrust Capital Markets, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Securities, 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
More Advisors
- Lenet Rivas, CFPBlue Otter Financial Planning
- Elias Mcquade, CFAMindful Capital Management
- Degas Wright, CFADecatur Capital Management, INC.
- Erwin Matthews, PFSOne Source Advisory Services, LLC
- Brenda Sakon, CFPFrancis Financial
- Abduhl Mashhoon, CFPNewedge Advisors