Eric Weschke
Eric Weschke is a registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
Regulatory History (23)
Customer Dispute
March 2022Customer Dispute
December 2021Customer Dispute
October 2021Customer Dispute
March 2021Customer Dispute
February 2021Customer Dispute
December 2020Customer Dispute
April 2020Customer Dispute
January 2020Customer Dispute
September 2019Customer Dispute
February 2019Customer Dispute
September 2002Regulatory
October 2000Regulatory
June 2000Customer Dispute
March 2000Customer Dispute
March 2000Customer Dispute
June 1999Customer Dispute
December 1998Customer Dispute
December 1998Customer Dispute
December 1998Customer Dispute
October 1998Customer Dispute
September 1998Customer Dispute
August 1998Customer Dispute
August 1998Other Business Activities
Eric is the President of Advanced Folio Capital Management, an investment advisor. He also owns All Island Property Acquisitions, a real estate buying business, dedicating minimal time to it.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Harrison Douglas, INC.Broker
Financial Planning Associates,inc.
Alternative Wealth Strategies, INC.Broker
Equity Services, INC.Broker
Self Trading Securities, INC.Broker
Tasin & Company, 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.