Eric Dieckhoff is a registered investment advisor at Arcap Partners LLC, based in Plainview, NY, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 34 clients with $40M 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 | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.00% |
Fees are negotiable. Households and immediate family members residing at the same address may be combined for fee calculation purposes.
Fee Estimator
Location
160 Terminal Drive, Plainview, NY, 11803
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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 is a licensed insurance agent since 2015, dedicating about a quarter of his time to insurance product sales. He is also involved with ARCAP Partners LLC and Securities Research, Inc. as an investment advisor, spending about 10-20% of his time with ARCAP and about half his time with Securities Research, Inc.
Employment History
Current Registrations
Arcap Partners LLC
Previous Registrations
Securities Research, INC
Securities Research, INC. of FloridaBroker
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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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