Eric Ludwig
Eric Ludwig is a CFP-designated registered investment advisor at Stockbridge Private Wealth Management, LLC, based in Sun Prairie, WI, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 90 clients with $52M 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 $350K | 1.35% |
| $350K - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Sun Prairie, WI
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Eric is a professor at The American College of Financial Services and an adjunct professor at Kansas State University. These teaching and research roles take about half of his time.
Employment History
Current Registrations
Stockbridge Private Wealth Management, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
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.