Eric Gritter is a CFA, CFP-designated registered investment advisor at Clearview Capital, based in Holland, MI, with 18 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, High Net Worth, and 4 more. Their firm serves 24 clients with $28M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
12930 James Street, Suite 210, Holland, MI, 49424
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 Gritter Financial, LLC, which operates under the DBA Clearview Capital. He is also a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest.
Employment History
Current Registrations
Clearview Capital
Previous Registrations
Smartpath Advisors
Strategic Financial Group, L.L.C.
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Edward Jones
Edward JonesBroker
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.