Eric Naphor
Eric Naphor is a registered investment advisor at Fortis Group Advisors LLC, based in Westwood, NJ, with 4 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,604 clients with $820M 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 | 1.75% |
Maximum investment advisory fee is 1.75%. Fees are negotiable and may vary based on account size, portfolio complexity, and account activity.
Fee Estimator
Location
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675
Get directionsHistory
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 full-time for Christopher Edwards Financial Associates, LLP and Fortis Group Advisors, LLC as a registered investment advisor. He also works as a non-variable insurance agent for The Fortis Agency and Ash Brokerage, spending minimal time on this activity.
Employment History
Current Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
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
More Advisors
- Joseph Nole, CFPModera Wealth Management, LLC
- Adam Leone, CFP, ChFCModera Wealth Management, LLC
- Gabriela Villar, CFPModera Wealth Management, LLC
- Robert Dowling, CFPModera Wealth Management, LLC
- Kelly Henning, CFPModera Wealth Management, LLC
- Peter Mckenna, CFPModera Wealth Management, LLC