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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $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.
8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116
Get directionsEric 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.
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.