Eric Harbor
Eric Harbor is a registered investment advisor at Tolida Enterprises, LLC, based in Delray Beach, FL, with 6 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
5300 W Atlantic #205, Delray Beach, FL, 33448
Get directionsHistory
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 operates an online technology and administrative services business, providing IT and administrative support to corporations, dedicating a few hours per week. Eric is also a licensed insurance agent and may offer insurance advice or products to clients, earning commissions from these activities.
Employment History
Current Registrations
Tolida Enterprises, LLC
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Opus Trading Fund 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.