Eric Kearney
Eric Kearney is a registered investment advisor at Retirement Wealth Advisors, LLC, based in Cape Coral, FL, with 19 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Retirement Wealth Advisors manages your investments using a mix of mutual funds, exchange traded funds, or low-cost annuities. The annual fee is calculated as a percentage of the value of your investments and is billed quarterly in advance. The fee may be negotiable.
- $500,000 - $999,999: up to 1.35% (advisor portion 1.1%)
- $1,000,000 to $1,999,999: up to 1.25% (advisor portion 1%)
- $2,000,000 +: up to 1.25% (advisor portion .9%)
Location
629 Cape Coral Parkway E., Cape Coral, FL, 33904
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2017Employment Separation After Allegations
October 2013Employment Separation After Allegations
September 2013Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Eric provides retirement education courses for the community with minimal time commitment. He also owns an insurance sales business, dedicating a few hours per week, and rental real estate managed by a third party.
Employment History
Current Registrations
Retirement Wealth Advisors, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Ic Advisory Services, INC.
LPL Financial LLC
Ic Advisory Services, INC.
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.