Eric Sale is a ChFC-designated registered investment advisor at Lvz, INC., based in Holland, MI, with 14 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 Alternative Investments, Annuities, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,473 clients with $1.1B 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 are negotiable based on account size, complexity, and related accounts. Accounts below $100,000 may incur an additional $60 annual maintenance fee.
Fee Estimator
Location
240 S. River Avenue, Holland, MI, 49423
Get directionsHistory
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
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
More Advisors
- Jeffrey Kammeraad, ChFCMML Investors Services, LLC
- Samuel Mason, CFPS.A. Mason, LLC
- Brenda Marzynski, CFP, ChFCStifel, Nicolaus & Company, Incorporated
- Zachary Kammeraad, CFPMML Investors Services, LLC
- Nathan Baumann, CFPHarbour Investments, INC.
- Lee Bosko, ChFCAmeriprise Financial Services, LLC