Eric Purcell is a CFP-designated registered investment advisor at Clayton Wealth Partners, based in Topeka, KS, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 753 clients with $910M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Exceptions to CWP's general fee schedule are available under certain circumstances.
Fee Estimator
Contact
Eric Purcell
Location
716 South Kansas Avenue, Topeka, KS, 66603-3808
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Clayton Wealth Partners
State Registrations2 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.
Exams
Additional Information
Eric lives in Topeka with his wife, Suqueen. In his free time, he enjoys coaching and playing soccer, relaxing with yardwork, and enjoying all the best that Topeka has to offer. He also makes a biennial trip with his wife to visit her home city of Shanghai in China.