Eric Fishman is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Fairfield, NJ, with 40 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. Their firm serves 1,015 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCFA charges an annual fee based on the value of your portfolio. This fee can be up to 2.00% per year, depending on the size and complexity of your portfolio, the services you need, and other factors. The fee is calculated each quarter or month, based on the value of your investments on the last day of the previous period.
Location
363 Route 46 West, Suite 300, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a managing partner and co-owner of Key Client Fiduciary Advisors LLC, a registered investment advisor, spending about a quarter of his time there. He also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
Key Client Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.