Eric Little
Eric Little is a registered investment advisor at Estate Performance Advisors L.L.C., based in Brighton, MI, 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, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable. SEI charges separate program and fund-level fees ranging from 0.10% to 1.50%.
Fee Estimator
Location
8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116
Get directionsHistory
Regulatory History (1)
Criminal
February 2026Other 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.
Previous Registrations
Questar Asset Management, INC.
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.
Exams
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