Eric Belz is a registered investment advisor at R. F. Lafferty & CO., INC., based in Winter Garden, FL, with 17 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $130M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
All fees are negotiable. Fees for accounts over $5,000,000 are fully negotiable. Minimum advisory account size is $25,000.
Fee Estimator
Location
Winter Garden, FL
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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 Activities
Eric is the owner and officer of Belz Monument Service Inc, sandblasting headstones, since 2014. He is also the Vice President of Belz Monument & Sandblasting Co, managing employees and monitoring production, dedicating a few hours per week during security trading time.
Employment History
Current Registrations
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
Previous Registrations
Newport Coast Securities, INC.Broker
Benjamin Securities, INC.Broker
Basic Investors INC.Broker
State Registrations20 states
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
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