Eric Wolf
Eric Wolf is a registered investment advisor at Private Advisor Group, LLC, based in Glen Allen, VA, 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, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
Glen Allen, VA
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Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Eric holds an insurance license and may recommend insurance products for commission. While clients can purchase insurance through Eric, these transactions are separate from Private Advisor Group.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
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.