Eric Foley is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Johnston, RI, with 18 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
1 Citizens Bank Way, Johnston, RI, 02919
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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 equipment manager and a board member for the Canton Little League since June 2023. This requires minimal time each month.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Sun Life Financial Distributors, INC.Broker
State Registrations2 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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