Eric Mccarver
Eric Mccarver is a CFP-designated registered investment advisor at Normandy Investment Advisors, based in St. Paul, MN, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 249 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable. Normandy may waive or reduce fees for employees, former employees, family members, and affiliates.
Fee Estimator
Location
St. Paul, MN
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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 ActivitiesSells Insurance
Eric sells fixed insurance and is the president and sole owner of Private Portfolio Services, Inc., an entity created for securities and insurance business. Both activities are investment-related.
Employment History
Current Registrations
Normandy Investment Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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