Eric Belew is a registered investment advisor at Brogan Financial, based in Knoxville, TN, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 746 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged up to 2.00% annually based on the average daily balance of the portfolio, excluding cash, brokered CDs, and investment-grade bonds. Actual fees are negotiable.
Fee Estimator
Location
2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is a passive investor in rental properties through A&E Investors Group LLC since May 2021, dedicating minimal time. Since June 2021, he is also involved in insurance sales (life, long-term care, disability, and fixed annuities), spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Brogan Financial
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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