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Eric Starkey

9 Years of Experience
Wilmington, NC
2 DisclosuresBroker

Eric Starkey is a registered investment advisor at Sanctuary Advisors, LLC, based in Wilmington, NC, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
378 advisors
Number of Clients
17,567 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$27.7B

Fee Structure

Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.

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Location

929 N Front Street, Suite 730, Wilmington, NC, 28401

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History

Regulatory History (2)
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Criminal
August 2008
Final Disposition
Criminal
January 2008
Final Disposition
Employment History
Current Registrations
Sanctuary Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Sanctuary Securities, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - August 2024 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - August 2024 · 7 yrs 11 mos
State Registrations8 states
CAMDNCNJNYPASCVA
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.