Eric Fritz is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7422 Carmel Executive Park Drive Suite 320, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is involved with several business entities, including CAAS Inc (a holding company), CG Financial Services (DBA for LPL business), and CG Advisory Services (Registered Investment Advisor DBA). He dedicates about half of his time to Capital Asset Advisory Services, LLC, providing investment advisory services.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations21 states
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