Eric Vidal is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 13 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
201 Washington St Ste 300, Boston, MA, 02108
Get directionsHistory
Regulatory History (1)
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Criminal
April 2011Final Disposition
Employment History
Current Registrations
LPL Financial LLC
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
December 2015 - October 2021 · 5 yrs 10 mos
UBS Financial Services INC.Broker
April 2013 - October 2021 · 8 yrs 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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