EH
CFP
EH
CFP

Eric Horn

10 Years of Experience
Chesterfield, MO

Eric Horn is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Chesterfield, MO, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
7,604 clients
Average Client Portfolio
$997K average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14755 N. Outer 40 Road, Suite 514, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric operates under the DBA Fruition Financial for securities activities. He also serves as treasurer for the St. Louis Men's Baseball League and manager/member of GOATS Athletic Performance LLC, dedicating minimal time to each of these non-investment related activities.

Employment History
Current Registrations
Belpointe Asset Management LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Crown Capital Securities, L.P.
October 2016 - December 2023 · 7 yrs 2 mos
Crown Capital Securities, L.P.Broker
October 2015 - December 2023 · 8 yrs 2 mos
State Registrations1 state
MO
Advisor

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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