Eric Sale is a ChFC-designated registered investment advisor at Lvz, INC., based in Holland, MI, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
240 S. River Avenue, Holland, MI, 49423
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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 works with representatives and direct clients of LVZ, Inc. in an investment management role. This activity takes nearly all of Eric's time.
Employment History
Current Registrations
Lvz, INC.
Harbour Investments, INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
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