Eric Ackerman is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Jupiter, 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 Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
17350 N Alternate A1A, Jupiter, FL, 33477
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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 operates his LPL business under the DBA BMO Investment Services. He also has a financial institution duty with BMO Harris Bank, dedicating full-time hours to this role.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Citigroup Global Markets INC.Broker
Four Points Capital Partners LLCBroker
Columbus Advisory Group, LTD.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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