Eric Long
Eric Long is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 S Warner Rd Ste 300, King of Prussia, PA, 19406-2859
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Eric is involved in several investment-related activities, including Devon Park Advisory, The Plan Advocate, Independence Square Advisors, and Independence Square Holdings, LLC, dedicating a significant amount of time to the latter. He also spends minimal time on non-variable insurance activities with Highland Capital and One Resource Group.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.