Eric Diandrea is a registered investment advisor at Wealthunite Advisors, LLC, based in New York, NY, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Investment Management, Retirement Planning. Their firm serves 48 clients with $63M 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 are negotiable for accounts over $7,500,000. Household accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
New York, NY
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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 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
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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