Eric Cerrone is a registered investment advisor at Harborside Capital, based in Wilmington, NC, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harborside Capital charges a negotiable management fee of up to 2% annually (0.1667% monthly) on the value of your investments. Some clients may also be charged a performance-based fee of up to 20% of new profits earned each year. These fees are negotiable and will be detailed in your investment advisory contract. You can end the contract with 30 days' written notice, and any unearned fees will be refunded.
Location
Wilmington, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harborside Capital
State Registrations1 state
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