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Eric Netzel

First Advisors National, LLC
29 Years of Experience
Round Lake, IL
1 Disclosure
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Eric Netzel is a registered investment advisor at First Advisors National, LLC, based in Round Lake, IL, 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 Investment Management. Their firm serves 3,430 clients with $500M in assets under management.

First Advisors National, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Round Lake, IL

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History

Regulatory History (1)
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Customer Dispute
February 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric sells investment-related products part-time or full-time for companies affiliated with Noble Marketing Partners.

Employment History
Current Registrations
First Advisors National, LLC
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Primerica Advisors
September 2011 - June 2016 · 4 yrs 9 mos
PFS Investments INC.Broker
March 1996 - June 2016 · 20 yrs 3 mos
State Registrations1 state
IL
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.
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