Eric Brodwin is a registered investment advisor at Congress Park Capital LLC, based in Saratoga Springs, NY, with 16 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, Retirement Planning. Their firm serves 135 clients with $370M 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 | Included |
Fees range from 0.25% - 2.00% annually or a fixed fee generally within the range of $1,500 to $100,000.
Fee Estimator
Location
Saratoga Springs, NY
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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 has an equity ownership investment in Forza, Corp and is the owner of Strategic Consulting, offering private consulting services about a quarter of his time. He is also a managing member of Oldest Lighthouse LLC, a real estate development company, spending about 10-20% of his time on this endeavor.
Employment History
Current Registrations
Congress Park Capital LLC
State Registrations2 states
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