Eric Diandrea is a registered investment advisor at Wealthunite Advisors, LLC, based in New York, NY, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 49 clients with $57M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees negotiable for assets over $7,500,000.
Fee Estimator
Location
222 Broadway, 19th Floor, New York, NY, 10038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Eric is the CFO of DiAndrea Design and Development, a real estate development company, since February 2024. He dedicates about a quarter of his time to this role, handling bookkeeping, product purchasing, sourcing, and real estate development design.
Employment History
Current Registrations
Wealthunite Advisors, LLC
Previous Registrations
Highclere Capital LLC
Devere USA INC.
State Registrations2 states
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