EL
EL

Eric Little

8 Years of Experience
1 DisclosureSells Insurance

Eric Little is a registered investment advisor at Estate Performance Advisors L.L.C., based in Brighton, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.20%
$250K - $1.0M1.00%
$1M+0.90%

The annual fee may be negotiable. SIMC’s advisory fee schedule for MAS range from .10% to 1.25%. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.

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

Location

8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116

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.
Criminal
February 2026
Pending Charge
Other Business ActivitiesSells Insurance

Eric works as an insurance agent for Estate Preservation Agency Inc. since 2017, focusing on personal sales, client and agent management, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Estate Performance Advisors L.L.C.
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Questar Asset Management, INC.
May 2017 - February 2019 · 1 yr 9 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.
Eric Little - Financial Advisor | TrueAdvisor