Eric Ayersman
Eric Ayersman is a CFP-designated registered investment advisor at Retirement Planning Consultants INC, based in South Charleston, WV, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 88 clients with $25M 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 $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
339 3rd Ave, South Charleston, WV, 25303
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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 ActivitiesSells Insurance
Eric is involved with Ayersman Financial Group, Inc. as an operational and/or marketing name for H.D.Vest Services, dedicating about a quarter of his time. He also works as President at Eric Ayersman, CPA, AC, providing tax preparation, quarterly tax work, and consulting work, taking about half his time. Additionally, Eric is an agent for HD Vest Insurance Agency, LLC, with the ability to sell various annuity and insurance products, dedicating minimal time.
Employment History
Current Registrations
Retirement Planning Consultants INC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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