Eric Meermann
Eric Meermann is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Stamford, CT, with 9 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 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
300 First Stamford Place, Suite 215, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the Vice President of Palisades Hudson Financial Group LLC, a financial planning business, since 2000. He dedicates over half his time to tax preparation and planning, retirement planning, estate planning, and other financial planning services.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
State Registrations2 states
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