Eric Showalter
Eric Showalter is a CFP-designated registered investment advisor at Arbor Private Wealth, LLC, based in Ashburn, VA, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 101 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arbor Private Wealth offers wealth management services for an annual fee based on the amount of assets under their management. This fee ranges from 0.375% to 1.25%, depending on the size and composition of your portfolio, the type and amount of services rendered, and the individual(s) providing the services. The fee is calculated quarterly, based on the average daily account balance.
Location
44679 Endicott Drive, Suite 300, Ashburn, VA, 20147
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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 ActivitiesSells Insurance
Eric owns and manages Arbor Private Wealth, a Registered Investment Advisory firm, dedicating about a quarter of his time. He also sells fixed/traditional insurance products and is the Investment Committee Chair for the Community Foundation of Loundoun and Fauquier Counties.
Employment History
Current Registrations
Arbor Private Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.