Eric Garsin
Eric Garsin is a CFP, ChFC-designated registered investment advisor at Northlanding Financial Partners, LLC, based in Rochester, NY, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 167 clients with $130M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000. This is the fee schedule for Select Advisor Access. Investment Only fee schedule: - $0 to $1,000,000: 0.50% of assets - $1,000,001 to $2,000,000: 0.40% of assets - $2,000,001 to $5,000,000: 0.30% of assets - $5,000,001 to $10,000,000: 0.25% of assets - >$10,000,000: Negotiable
Fee Estimator
Location
90 Linden Oaks, Suite 220, Rochester, NY, 14625
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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 is a co-owner and investment advisor at Northlanding Financial Partners, LLC, dedicating full-time hours to this role. He is also an independent insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
Northlanding Financial Partners, LLC
Previous Registrations
Northlanding Financial Partners, LLC
Mutual Securities, INC.Broker
Northlanding Financial Partners, LLC
Wall Street Financial Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Signator Investors, 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.