Eric Forsman
Eric Forsman is a registered investment advisor at Retirement Income Planning LLC, based in Madison, WI, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 220 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Income Planning uses Gradient Investments (GI) to manage investment portfolios. GI's annual fee is 1.70% for strategic, tactical, and allocation & defined outcome portfolios, and 1.00% for preservation portfolios. RIPL receives 1.00% of the fee for strategic, tactical, and allocation & defined outcome portfolios, and 0.60% for preservation portfolios. For client-directed accounts, GI charges a flat $300 annual fee, and RIPL receives $0. GI also charges a $15 quarterly service fee. These fees are negotiable.
Location
2310 Crossroads Drive, Suite 4700, Madison, WI, 53718
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
Eric works in bartending and hospitality at North and South, starting in September 2024. This outside employment takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Retirement Income Planning LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Bankers Life Securities, INC.Broker
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.