Eric Deroche
Eric Deroche is a CFA-designated registered investment advisor at Freegulliver, LLC, based in New Orleans, LA, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 333 clients with $800M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The above represents the Firm's standard blended fee schedule and may be subject to change. Tracked Assets Only fee is 0.10% and is not in addition to AUM fees.
Fee Estimator
Location
5500 Laurel Street, New Orleans, LA, 70115
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 is an independent insurance agent since 2007, spending minimal time on life insurance sales. He also has real estate interests and serves on the board of charitable organizations, dedicating minimal time to each.
Employment History
Current Registrations
Freegulliver, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
John Hancock Funds, LLCBroker
John Hancock Distributors LLCBroker
State Registrations5 states
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