Eric Lutton is a CFA-designated registered investment advisor at Proverbi Capital Advisors, LLC, based in Boca Raton, FL, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 110 clients with $14M 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 | 1.25% |
| $1M+ | 1.25% |
Fees for amounts over $1,000,000 are negotiable.
Fee Estimator
Location
Boca Raton, FL
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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 →Employment History
Current Registrations
Proverbi Capital Advisors, LLC
Previous Registrations
Sound Income Strategies, LLC
Leonard and Company
Levitt Capital Management LLC
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.
Exams
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