Eric Hoelter is a registered investment advisor at Assetmark, INC., based in Crown Point, IN, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Crown Point, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric works full-time as a Regional Retirement Consultant for AssetMark, Inc. He also owns Elf Audio and rental properties, dedicating about 10-20% of his time to Elf Audio and a few hours per week to managing the rental properties. Additionally, Eric serves as an advisory board member for Budget Simple, spending minimal time in quarterly meetings.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations26 states
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