Eric Vasil is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Southampton, PA, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
928 Jaymor Rd Ste C190, Southampton, PA, 18966
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a managing partner at A&E Property Holdings LLC, managing rental properties. He also provides investment advisory services through Private Advisor Group and Weintraub Financial LLC, dedicating full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
State Registrations13 states
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