EH
EH
Eric Haas
15 Years of Experience
Holland, MI
2 Disclosures
Eric Haas is a registered investment advisor at Prufid Financial Advisors LLC, based in Holland, MI, with 15 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 30 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$358.0M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.23% |
| $10.0M - $20.0M | 0.11% |
| $20.0M - $50.0M | 0.06% |
| $50.0M - $100.0M | 0.03% |
| $100M+ | 0.02% |
Fees are negotiable based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Holland, MI
Get directionsHistory
Regulatory History (2)
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Regulatory
May 2021Final
Regulatory
June 2014Final
Employment History
Current Registrations
Prufid Financial Advisors LLC
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Altruist Financial Advisors LLC
September 2010 - June 2014 · 3 yrs 9 mos
State Registrations1 state
MI
Advisor
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.