Eric Holcomb is a registered investment advisor at Holcomb Financial, based in Canton, GA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
157 Reinhardt College Parkway, Ste 900, Canton, GA, 30114
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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 Activities
Eric is a Project Manager at Irrational Kindness, LLC (dba, Chick-fil-A Canton) since 2011. This role takes up approximately 40% of his time during trading hours and is not investment related.
Employment History
Current Registrations
Holcomb Financial
State Registrations1 state
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