EL
CFP
EL
CFP

Eric Laub

8 Years of Experience
Columbus, OH

Eric Laub is a CFP-designated registered investment advisor at Finance 180, based in Columbus, OH, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$99K average
Assets Under Management
$1.4M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Annual fees may be negotiable. Comprehensive Financial Planning is included at no additional charge when assets under management exceed $250,000.

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

Columbus, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is employed as a substitute teacher at Evergreen School District, dedicating about half of his time to this role.

Employment History
Current Registrations
Finance 180
October 2017 - Present · 8 yrs 7 mos
State Registrations1 state
OH
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 Laub - Financial Advisor | TrueAdvisor