Eric Greenberg is a registered investment advisor at Esg Wealth Advisors, based in Lansdale, PA, 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 11 clients with $32M 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 | 1.00% |
Fees may range from 0.50% to 1% depending on the asset levels, types of securities managed and type of investment account and may be negotiable depending on complexity and asset levels.
Fee Estimator
Location
Lansdale, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Esg Wealth Advisors
State Registrations2 states
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