Eric Lochner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Portland, OR, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Portland, OR
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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 uses Lochner Wealth Management as a DBA for his LPL business and Financial Advocates Investment Management (FAIM). This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Financial Advocates Investment Management
Cable Hill Partners, LLC
Beacon Rock Partners
Mcdonald Franceschi, LLC
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.
Exams
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