Eric Beittel
Eric Beittel is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Harrisburg, PA, with 26 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
4431 N. Front Street, Floor 3, Harrisburg, PA, 17110
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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 →Other Business ActivitiesSells Insurance
Eric is the owner of Beittel Consulting LLC, providing advice on health benefit coverage options. This takes a few hours per week, including a minimal amount of time during trading hours.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Faithward Advisors, LLC
American Portfolios Financial Services, INC.Broker
Guardian Asset Advisors, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations4 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.