Eric Wood
Eric Wood is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M 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 $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Location
7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2025Regulatory
August 2022Regulatory
September 2020Regulatory
November 2005Regulatory
January 2002Criminal
March 1997Other Business ActivitiesSells Insurance
Eric sells life insurance and fixed annuities through K.W. Chambers & Co., dedicating minimal time to this activity. He is also a part owner of real estate in Isle of Capri, FL, spending minimal time on it annually. Eric conducts business under the DBA Wood Financial Partners.
Employment History
Current Registrations
Huntleigh Advisors, INC.
Huntleigh Securities CorporationBroker
Previous Registrations
Datatex Investment Services INC
K. W. Chambers & CO.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Manulife Financial Securities LLCBroker
Manulife Wood Logan, INC.Broker
State Registrations33 states
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.