Eric Lahaie
Eric Lahaie is a registered investment advisor at Jehm Wealth & Retirement, LLC, based in Simpsonville, SC, with 10 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JEHM Wealth & Retirement charges a percentage of your portfolio's value each year to manage your investments. The annual fee is negotiable based on the size of your account. An additional account maintenance fee may apply. The sub-adviser's management fee is included in JEHM Wealth & Retirement's management fee. The fee is deducted monthly from your account based on the average daily balance.
The annual management fee is:
- Up to $999,999: 1.00% - 1.50%
- $1,000,000 to $2,999,999: 0.80% - 1.30%
- $3,000,000 and above: 0.70% to 1.20%
Location
117 Woodruff Place Circle, Suite A, Simpsonville, SC, 29681
Get directionsHistory
Regulatory History (1)
Regulatory
April 2015Other Business ActivitiesSells Insurance
Eric is an insurance agent selling fixed insurance products. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Jehm Wealth & Retirement, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Change Path LLC
Retirement Wealth Advisors, 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.