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Eric Droblyen

11 Years of Experience
Saint Petersburg, FL

Eric Droblyen is a registered investment advisor at Frugal Financial Retirement Plan Services, LLC, based in Saint Petersburg, FL, with 11 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, Retirement Planning. Their firm serves 138 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
138 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$170.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.10%

Advisory fees are negotiable at the sole discretion of the firm, and arrangements with any particular client can differ from those described above. Should a client have more than one account managed by the Firm, then the Firm can elect - at its sole discretion, to aggregate the client’s accounts for the purpose of computing management fees.

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

Saint Petersburg, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is the President of Employee Fiduciary, LLC, a 401(k) administration and recordkeeping business, since 2009. He dedicates nearly full-time hours per month to this business, with a few hours during trading hours.

Employment History
Current Registrations
Frugal Financial Retirement Plan Services, LLC
June 2014 - Present · 11 yrs 11 mos
State Registrations10 states
CACOFLGAILMANYTXVAWA
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.