Eric Fischer is a CFP-designated registered investment advisor at Hfg Advisors, based in Greenwood Village, CO, with 24 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 456 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFG Advisors uses third-party money managers to manage client investments. HFG Advisors charges a percentage of the assets managed. Here are the fees for different managers:
SEI Private Trust (U.S. Large Cap Equity):
- First $2M: 0.85% per year
- Next $4M: 0.75% per year
- Next $4M: 0.65% per year
- Next $10M: 0.55% per year
SEI Private Trust (Municipal Bond):
- First $1M: 0.60% per year
- Next $2M: 0.55% per year
- Next $2M: 0.45% per year
- Next $5M: 0.35% per year
HFG Advisor Account (using Envestnet or other managers):
- $0 - $500,000: 2.00% per year
- $500,001 - $1,000,000: 1.75% per year
- $1,000,001 - $3,000,000: 1.50% per year
- Over $3,000,001: Negotiable
Barden Capital Management:
- Up to $1,000,000: 2.25% per year
- Over $1,000,001: 2.00% per year
These fees are in addition to any internal management and custody fees charged by the money managers themselves.
Location
8301 East Prentice Ave., #312, Greenwood Village, CO, 80111
Get directionsHistory
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 ActivitiesSells Insurance
Eric is an independent insurance advisor selling fixed insurance products, including term, disability, and long-term care insurance, since 2007, dedicating about 10% of his time. He also assists Triad Tax in an educational capacity regarding tax changes, spending about 10% of his time on this activity.
Employment History
Current Registrations
Hfg Advisors
Previous Registrations
LPL Financial LLC
Walnut Street Advisers INC
Heartland Financial Consultants
State Registrations1 state
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.