Eric Lanier
Eric Lanier is a registered investment advisor at Higher Impact Financial, LLC, based in Riverside, CA, with 6 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 60 clients with $4.7M 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% |
Annual fees are a maximum of 2.00%. In individual cases, Higher Impact Financial has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
Riverside, CA
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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 works as a tax preparation assistant for On-Line Bookkeeping Solutions, dedicating minimal time for 9 months and about a quarter of his time for 3 months during tax season. He also works for Kaplan as an online securities instructor, spending about 10-20% of his time teaching securities courses, and sells various insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Higher Impact Financial, LLC
Previous Registrations
Wealthtech Partners LLC
Edward Jones
Edward JonesBroker
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.