Eric Eberts
Eric Eberts is a CFA, CFP-designated registered investment advisor at Keidan Financial Consultants LLC, based in Columbus, OH, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $500M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
400 South 5th Street, Suite 100, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Criminal
May 1999Other Business Activities
Eric works as a financial advisor for Keidan Financial Consultants LLC, assisting with portfolio review and investment research. This takes about half of his time.
Employment History
Current Registrations
Keidan Financial Consultants LLC
Osaic Wealth, INC.Broker
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.