Eric Koford is a registered investment advisor at Enlightnu Wealth LLC, based in Overland Park, KS, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and account size. Cash is included as an asset class in fee calculations.
Fee Estimator
Location
10895 Grandview Dr, 2nd Floor, Overland Park, KS, 66210
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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 →Employment History
Current Registrations
Enlightnu Wealth LLC
Ae Wealth Management, LLC
Previous Registrations
Jgp Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Diversify Wealth Management, LLC
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
BMO Asset Management CORP.
Foreside Financial Services, LLCBroker
BMO Asset Management CORP.
BMO Investment Distributors, LLCBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Aim Private Asset Management
A I M Distributors, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Smith Barney INC.Broker
State Registrations3 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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