Eric Hoebbel
Eric Hoebbel is a CFP-designated registered investment advisor at American Harbour Wealth Management, LLC, based in Orlando, FL, with 29 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, Investment Management, Retirement Planning. Their firm serves 117 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
7009 Dr Phillips Blvd, Suite 260, Orlando, FL, 32819
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 the owner of American Harbor Critical Systems, selling and programming gas detection systems, dedicating about 10-20% of his time. He is also a manager at American Harbour Wealth Management and sells fixed life insurance, spending minimal time on insurance sales.
Employment History
Current Registrations
American Harbour Wealth Management, LLC
Previous Registrations
Apw Capital, INC.Broker
Delta Capital Management, LLC
Delta Securities Company, LLCBroker
Investment Advisors
Proequities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Suntrust Securities, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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.