Eric Anderson is a registered investment advisor at Hfm Wealth Management, based in Hartford, CT, 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, Investment Management, Retirement Planning. Their firm serves 186 clients with $710M 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 - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Minimum annual fee of $7,500. Fees may be negotiable depending on circumstances.
Fee Estimator
Location
1 Constitution Plaza, FL 9, Hartford, CT, 06103-1816
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hfm Wealth Management
State Registrations1 state
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