ER
CFP
ER
CFP

Eric Rust

19 Years of Experience
Saint Johns, FL

Eric Rust is a CFP-designated registered investment advisor at Matador Financial, based in Saint Johns, 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 High Net Worth, Investment Management. Their firm serves 48 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
48 clients
Average Client Portfolio
$230K average
Assets Under Management
$11.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Saint Johns, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Matador Financial
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
B&c Financial
September 2013 - April 2014 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2006 - August 2013 · 7 yrs 6 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.