Eric Aplis is a registered investment advisor at Cavanal Hill Investment Management, INC., based in Dallas, TX, with 1 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.
Fee Estimator
Location
2000 Mckinney Avenue, Suite 700, Dallas, TX, 75201
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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 works as a soccer referee at the collegiate and semi-pro level since 2012. This independent contractor role involves travel, fitness training, classroom sessions, and officiating matches, taking up to about half of Eric's time.
Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
State Registrations7 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.
Exams
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