ED
ED

Eric Difrancesco

23 Years of Experience
Tampa, FL

Eric Difrancesco is a registered investment advisor at Investors Choice, based in Tampa, FL, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$700
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.75%

A nominal charge of $30 per quarter will be assessed until account value grows in excess of $8,575.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

History

Regulatory History
Clean regulatory record

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 Activities

Eric is currently employed as a US Govt contractor, working as a military to military exercise planner in the war on terrorism.

Employment History
Current Registrations
Investors Choice
February 2003 - Present · 23 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Eric Difrancesco - Financial Advisor | TrueAdvisor