Eric Wylie
Eric Wylie is a registered investment advisor at Waterloo Capital, based in College Station, TX, with 14 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 2,797 clients with $2.3B 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% |
Maximum advisory fee is 2.0% and is negotiable. Sub-adviser or model manager platform fees are charged in addition to the advisory fee.
Fee Estimator
Location
College Station, TX
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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 Activities
Eric is involved in various community and professional organizations, including the Corps of Cadets Association, Texas A&M Association of Former Students, Greater Brazos Partnership, Bryan/College Station Chamber of Commerce, A&M United Methodist Church, College Station ISD, State Bar of Texas, and Steve Cooke Scottish Rite Club. These activities are not investment-related.
Employment History
Current Registrations
Waterloo Capital
Previous Registrations
Element Retirement & Investment Consultants, L.L.C.
State Registrations1 state
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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