Eric Greschner
Eric Greschner is a registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 21 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, Retirement Planning. Their firm serves 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regatta Research & Money Management's investment management fees are negotiable and applied to all assets under management. Fees are due and payable in advance on the first day of each calendar quarter. Fees range from 0.25% to 2% annually, charged quarterly.
Location
6620 Riverside Dr, Suite 207, Metairie, LA, 70003
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Eric is a member of The TOD Index, LLC, focused on real estate price index creation, dedicating minimal time. He is also a partner in Priority Funds, LLC, involved in analyzing and investing in private real estate investments, spending a few hours per week.
Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
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.