Eric Eaton is a registered investment advisor at Psi Advisors, LLC, based in Tampa, FL, with 28 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 2,168 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
13059 W. Linebaugh Ave Ste. 102, Tampa, FL, 33626
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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 owns rental real estate, oversees operations for EFS Insurance, Inc., and provides investment advisory services through PSI Advisors, LLC, dedicating about a quarter of his time to the latter. He also engages in insurance-related activities, including selling fixed life insurance, fixed annuities, disability insurance, and long-term care, and works with Ash Brokerage Corporation.
Employment History
Current Registrations
Psi Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Psi Advisors, LLC
LPL Financial LLC
Principal Securities, INC.
Principal Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations20 states
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