Eric Brunet
Eric Brunet is a registered investment advisor at LPL Financial LLC, based in Ogdensburg, NY, with 26 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
825 State Street, Ogdensburg, NY, 13669
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Eric is an author of two books and co-owner of Snap Cat Media LLC, dedicating a few hours per week to each book and about a quarter of his time to Snap Cat Media. He is also an agent for non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Community Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations24 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.