Eric Flaim
Eric Flaim is a registered investment advisor at Estate Planners of New England, LLC, based in Portsmouth, NH, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 119 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or agree to our fee billing agreement. Fees are not negotiable.
Fee Estimator
Location
1 New Hampshire Ave, Suite 125, Portsmouth, NH, 03801
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 an Olympian who engages in public speaking. He is also a Managing Director/IAR at Estate Planners of New England, providing advisory and fixed insurance services nearly full-time, and an agent representative for APW Capital, offering various investment products including variable life insurance; this takes minimal time. Eric also volunteers as a Director of Membership for the Stratham Republican Comm.
Employment History
Current Registrations
Estate Planners of New England, LLC
Apw Capital, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 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.