Eric Greschner
Eric Greschner is a registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Investment Management, Real Estate Investing, and 1 more. Their firm serves 554 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.25% to 2.0% of assets under management and are negotiable.
Fee Estimator
Location
6620 Riverside Dr, Suite 207, Metairie, LA, 70003
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Eric is a member of The TOD Index, LLC, focused on real estate price index creation, dedicating minimal time. He is also a partner in Priority Funds, LLC, involved in analyzing and investing in private real estate investments, spending a few hours per week.
Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
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.
Exams
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