Eric Sobocinski
Eric Sobocinski is a registered investment advisor at Amphora Wealth Management, LLC, based in Chapel Hill, NC, with 19 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, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 94 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $16.0M | 0.60% |
| $16M+ | 0.50% |
Asset-based fee schedule is inclusive of the fee charged by Focus Partners Advisor Solutions, LLC. Subject to a minimum annual fee of $8,000.
Fee Estimator
Location
100 Europa Drive, Suite 431, Chapel Hill, NC, 27517
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 and President of Kylix Management, Inc., providing management services and selling insurance, dedicating a few hours per week. He also serves as Of Counsel at Walker, Lambe, PLLC and Vice President & Counsel at Turner-Gary Sports, Inc., spending minimal time on each.
Employment History
Current Registrations
Amphora Wealth Management, LLC
Previous Registrations
Joseph Capital Management, LLC
Reliance Securities, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
State Registrations2 states
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