Eric Meushaw
Eric Meushaw is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Mount Airy, MD, with 22 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
602 Center Street, Suite 105, Mount Airy, MD, 21771
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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.
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Eric is an Investment Advisor Representative at Integrated Advisors Network and President of Financial Foundations Inc. He also consults for Vineyard Global Advisors LLC and owns H&M Strategic Consulting, LLC and Stonewall, LLC, dedicating minimal time to these activities. Stonewall, LLC owns the office space rented by Financial Foundations, Inc.
Employment History
Current Registrations
Integrated Advisors Network LLC
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Previous Registrations
First Allied Securities, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Advantage Capital Corporation
Advantage Capital CorporationBroker
State Registrations21 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.