Eric Fencil is a CFA-designated registered investment advisor at Petredis Investment Advisors, based in Warrendale, PA, with 2 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 535 clients with $1.7B 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 | 0.90% |
Maximum annual fee rate for new clients is 0.90%. Fees may be based on household assets and are negotiable for certain holdings or specific accounts.
Fee Estimator
Location
100 Pinewood Lane, Suite 307, Warrendale, PA, 15086
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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 an adjunct professor at La Roche University, teaching accounting students for about 10% of his time. He is also the co-president of the board of directors for the CFA Society, dedicating minimal time to leading meetings and strategic planning.
Employment History
Current Registrations
Petredis Investment Advisors
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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