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Eric Mancini

17 Years of Experience
Oradell, NJ

Eric Mancini is a registered investment advisor at Traphagen Financial Group, based in Oradell, NJ, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,038 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
2,038 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $300K1.25%
$300K - $700K1.00%
$700K - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

234 Kinderkamack Rd, Oradell, NJ, 07649

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric is a contractor and senior financial writer for Benzinga.com, a financial information website. He spends minimal time composing financial and investing articles for the website.

Employment History
Current Registrations
Traphagen Financial Group
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Bls Advisors LLC
November 2006 - January 2008 · 1 yr 2 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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