Eric Aposhian
Eric Aposhian is a registered investment advisor at Lewis Asset Management, based in Pittston, PA, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 282 clients with $390M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
9 N. Main Street, Pittston, PA, 18640
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Eric is an insurance agent with Joseph J Joyce Associates since 2010, selling individual life, health, and group insurance benefits. This takes about a quarter of his time.
Employment History
Current Registrations
Lewis Asset Management
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Allstate Financial Services, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
J. B. Hanauer & CO.Broker
State Registrations3 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.