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Eric Sporing

15 Years of Experience
Blue Springs, MO
BrokerSells Insurance

Eric Sporing is a registered investment advisor at Mariner Advisor Network, based in Blue Springs, MO, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
164 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K

Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:

  • Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
  • Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.

Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.

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Location

1200 NW South Outer Rd., Suite 224, Blue Springs, MO, 64015

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is involved in several activities, including property & casualty insurance, notary services, and serving as a non-profit board member. He also dedicates full-time hours to providing investment advisory services through Mariner Independent Advisor Network LLC and spends minimal time as an insurance agent for Global Green.

Employment History
Current Registrations
Mariner Advisor Network
April 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Bfc Planning, INC.
June 2016 - February 2023 · 6 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
June 2016 - February 2023 · 6 yrs 8 mos
U.S. Bancorp Investments, INC.
May 2014 - June 2016 · 2 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
May 2014 - June 2016 · 2 yrs 1 mo
Edward Jones
April 2010 - May 2014 · 4 yrs 1 mo
Edward JonesBroker
February 2010 - May 2014 · 4 yrs 3 mos
State Registrations13 states
CACOFLIAILKSLAMOMSNETXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Eric Sporing - Financial Advisor | TrueAdvisor