Eric Potts
Eric Potts is a registered investment advisor at Moment Financial Planning, based in Circleville, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $1.0M | 0.50% |
| $1M+ | 0.25% |
The annual fees are negotiable. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Location
Circleville, OH
Get directionsHistory
Regulatory History (1)
Criminal
June 2005Other Business Activities
Eric works full-time as a Senior Business Systems Analyst at Equinix, Inc. He also owns and works as a Tax Preparer for Proven Path Tax Services, dedicating minimal time to this.
Employment History
Current Registrations
Moment Financial Planning
State Registrations1 state
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.