Eric Blattner is a CFP-designated registered investment advisor at Divvi Wealth Management, based in Kansas City, MO, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 192 clients with $110M 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 - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.50% |
These fees are for Asset Management. Fees are negotiable. Accounts held at American Funds Service Company (AFS) are charged a maximum annual fee of 1%.
Fee Estimator
Location
220 W 18th Street, Suite 202, Kansas City, MO, 64108
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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.
Learn about disclosures →Other Business Activities
Eric is a member and co-owner of Colligo Group LLC, a holding company that engages in general consulting services, since July 2022. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Divvi Wealth Management
Previous Registrations
Delaware Distributors, L.P.Broker
Ivy Distributors, INC.Broker
Waddell & ReedBroker
Edward JonesBroker
State Registrations3 states
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