Eric Nelkin
Eric Nelkin is a registered investment advisor at Madison Global Advisors LLC, based in Hauppauge, NY, with 2 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 178 clients with $80M 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% |
The fee charged by MGA is 2% or less annually for advisory clients. We consider account size, investment objectives, and services required in determining our fee.
Fee Estimator
Location
350 Motor Parkway, Suite 205, Hauppauge, NY, 11788
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 is affiliated with Madison Global Insurance Agency and U Need It We Got It Services Inc. Both activities are performed on an as-needed basis and are not investment-related.
Employment History
Current Registrations
Madison Global Advisors LLC
Madison Global Partners LLCBroker
State Registrations4 states
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.