Eric Sandrock is a CFP-designated registered investment advisor at Performance Investment Group, based in Houston, TX, with 20 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, Investment Management, Retirement Planning. Their firm serves 26 clients with $50M 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 | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are charged on a blended rate basis and may be negotiable. From time to time PIG may offer or advertise a fee schedule different (but not higher) from the one above. Fees are also aggregated on a household basis.
Fee Estimator
Location
16365 Park Ten Place, Suite 345, Houston, TX, 77084
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 →Employment History
Current Registrations
Performance Investment Group
Previous Registrations
Bbva Wealth Solutions INC.
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.