Eric Fenn
Eric Fenn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Helotes, TX, with 25 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
13835 Magnolia Way, Suite A, Helotes, TX, 78023
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2021Other Business Activities
Eric is an officer and president of Dominion Wealth and Retirement, and an independent contractor for Oak Crest Advisors, both since 2021. He works as a financial advisor for both companies, dedicating about a quarter to half of his time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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.
Exams
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