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Eric Simon

Balanz
3 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
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Eric Simon is a registered investment advisor at Balanz, based in Coral Gables, FL, with 3 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $150M in assets under management.

Balanz
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
66 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$152.6M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

All advisory accounts are subject to an annual advisory fee of 1.00% on assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2811 Ponce De Leon Blvd., Suite 710, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric is an Investment Adviser Representative with Intercam Advisors, dedicating about 30% of his time to this role. He also has a 19.6% partnership in two German LLCs (Proreta Tactical GmbH/Proreta Holding GmbH) through his Florida LLC, Urbanikum LLC, focusing on operational training for special forces and operating training facilities; he spends a few hours per week supervising the CEO.

Employment History
Current Registrations
Balanz
May 2026 - Present · 5 mos
Balanz Capital USA LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Stonex International Advisors INC
April 2023 - April 2026 · 3 yrs
Stonex International Securities INC.Broker
February 2023 - April 2026 · 3 yrs 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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