Eric Feldman is a CFP-designated registered investment advisor at Financial Futures, based in Wall Township, NJ, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $220M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Wall Township, NJ
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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 Activities
Eric is the sole member of Four15 Advisors, LLC, a tax preparation firm for individuals and small businesses, dedicating nearly full-time hours to it. This business is conducted out of his residence.
Employment History
Current Registrations
Financial Futures
Previous Registrations
Odigo Financial, LLC
State Registrations1 state
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