Eric Sides
Eric Sides is a registered investment advisor at Stonex Advisors INC., based in Statesville, NC, with 30 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
413 N Center Street, Statesville, NC, 28677
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Regulatory History (1)
Customer Dispute
August 2005Other Business Activities
Eric is the VP/CCO of Elledge Bain Sides, LLC, spending about 10-20% of his time overseeing operations. He is also a director and board member of Synergy Holding Group, Inc., dedicating a few hours per week, and a member of Timeric Holdings, LLC, which holds the building he works from, requiring minimal time.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Jbs Liberty Securities, INC.Broker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Linsco/private Ledger CORP.Broker
Olde Discount CorporationBroker
State Registrations11 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.