Eric Michalski is a CFP-designated registered investment advisor at Farther, based in Atlanta, GA, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Atlanta, GA
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Regulatory History (1)
Criminal
February 2002Other Business ActivitiesSells Insurance
Eric is an insurance agent since 2009, focusing on insurance sales. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Farther
Previous Registrations
Cwm, LLC
Jon Baker Financial Group
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
E*trade Securities LLCBroker
E*trade Securities, INC.Broker
E-Invest, 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.