Eric Hatfield
Eric Hatfield is a ChFC-designated registered investment advisor at Hatfield Insurance & Financial Services, INC., based in Burbank, CA, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 139 clients with $99M 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 | 1.50% |
Comprehensive portfolio management charges up to 1.50% annually. American Funds asset management ranges from 0.50% to 1.00% annually.
Fee Estimator
Location
2501 West Burbank Blvd, Suite 207, Burbank, CA, 91505
Get directionsHistory
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 ActivitiesSells Insurance
Eric is the owner/agent of Hatfield Insurance & Financial Services, selling non-variable insurance, dedicating about a quarter of his time. He is also a board member for Santa Monica/Palisades Masonic Lodge #307 (minimal time) and the Grand Lodge of California Freemasons, chairing their investment committee (a few hours per week).
Employment History
Current Registrations
Hatfield Insurance & Financial Services, INC.
Previous Registrations
New England Securities Corporation
MML Investors Services, LLC
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.
Exams
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