Eric Gabor is a CFP-designated registered investment advisor at Eagle Grove Advisors LLC, based in Westfield, NJ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 64 clients with $46M 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 $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Subject to a minimum annual fee of $7,450. If combined with comprehensive financial planning, fees for the first $500,000 to $800,000 of assets may be included in the planning fee.
Fee Estimator
Location
Westfield, NJ
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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 →Employment History
Current Registrations
Eagle Grove Advisors LLC
Previous Registrations
Aj Wealth
Convergent Wealth Advisors, LLC
The Ayco Company,l.p.
State Registrations4 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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