Eric Lazzari
Eric Lazzari is a registered investment advisor at Global Retirement Partners LLC, based in Framingham, MA, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
5 Whittier Street, Framingham, MA, 01701
Get directionsHistory
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 operates under the DBA Bearing Financial Services, selling non-variable insurance products, including health, life, and LTC insurance, dedicating about 10-20% of his time. He also provides investment advisory services through Global Retirement Partners and Retirement Impact, LLC, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Investors Capital CORP.Broker
New England SecuritiesBroker
NFP Securities, INC.Broker
Commonwealth Equity Services, INC.Broker
State Registrations2 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.