EI
EI

Eric Ingber

21 Years of Experience
Beverly Hills, CA
Broker

Eric Ingber is a registered investment advisor at Hsbc Securities (USA) INC., based in Beverly Hills, CA, 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 12,180 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
372 advisors
Number of Clients
12,180 clients
Average Client Portfolio
$265K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.20%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable and discounts may be applied.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

445 North Bedford Drive, 2nd Floor, Beverly Hills, CA, 90210

Get directions

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hsbc Securities (USA) INC.Broker
December 2024 - Present · 1 yr 5 mos
Hsbc Securities (USA) INC.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2023 - December 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2022 - December 2024 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - March 2021 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
October 2008 - April 2018 · 9 yrs 6 mos
J.P. Morgan Securities INC.Broker
March 2006 - October 2008 · 2 yrs 7 mos
Jpmorgan Distribution Services, INC.Broker
January 2005 - December 2005 · 11 mos
Jpmorgan Asset Management
October 2004 - March 2006 · 1 yr 5 mos
J.P. Morgan Institutional Investments INC.Broker
January 2002 - January 2005 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.