Eric Obergfell is a CFP-designated registered investment advisor at Wellth Advisory Services, LLC, based in Urbandale, IA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
2900 100th Street Suite 106, Urbandale, IA, 50322
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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 provides investment advisory services through Global Retirement Partners, an independent investment advisor firm, since August 2016. This activity takes about half of his time.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
J.P. Morgan Institutional Investments
J.P. Morgan Institutional Investments INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations4 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.
Exams
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