ET
ET

Eric Teschke

8 Years of Experience
Clinton Twp, MI
1 Disclosure

Eric Teschke is a registered investment advisor at Lorado Capital LLC, based in Clinton Twp, MI, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Lorado Capital refers clients to Mills Value Adviser Inc. to manage their investments. Lorado Capital receives a portion of the fees charged by Mills Value. The total annual fee is 2.00% of your portfolio. For amounts over $250,000, Lorado Capital's fee is 0.60% and Mills Value's fee is 1.40%, plus a performance-based fee.

Loading...

Location

Clinton Twp, MI

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2016
Final
Other Business Activities

Eric works contractually as an architectural designer and as an associate for Hop Head Farms, selling hops to brewers. These activities are not investment-related.

Employment History
Current Registrations
Lorado Capital LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Lorado Capital LLC
May 2017 - December 2018 · 1 yr 7 mos
State Registrations1 state
MI
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.