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Eric Scovill

7 Years of Experience
Peoria, IL
Sells Insurance

Eric Scovill is a registered investment advisor at Storehouse Wealth Management, LLC, based in Peoria, IL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 102 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$157K average
Assets Under Management
$16.0M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Fees are negotiable and may be modified depending on portfolio size, complexity of services, or individual circumstances.

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

5901 N Prospect Rd, Ste 7D, Peoria, IL, 61614

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Eric is a life and health insurance agent since 2021, dedicating minimal time to this activity. He is also a co-owner of Bedrock Digital Asset Management, LLC, and YouAre Launched LLC, spending a few hours per week and about 10-20% of his time, respectively, on these ventures.

Employment History
Current Registrations
Storehouse Wealth Management, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
January 2019 - June 2021 · 2 yrs 5 mos
MML Investors Services, LLCBroker
September 2018 - June 2021 · 2 yrs 9 mos
State Registrations1 state
IL
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.