EG
CFP
EG
CFP

Eric Gabor

14 Years of Experience
Westfield, NJ

Eric Gabor is a CFP-designated registered investment advisor at Eagle Grove Advisors LLC, based in Westfield, NJ, with 14 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 66 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$568K average
Assets Under Management
$37.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,450
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.95%
$500K - $1.0M0.90%
$1M+0.85%

Fees may be negotiable in some circumstances. If a client elects Comprehensive Financial Planning Services in conjunction with Investment Management Services, the Investment Management Services Fee for the first $500,000 of assets under management is included in the Comprehensive Financial Planning Services fee.

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

Westfield, NJ

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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
Eagle Grove Advisors LLC
May 2016 - Present · 9 yrs 11 mos
Previous Registrations
Aj Wealth
July 2013 - February 2016 · 2 yrs 7 mos
Convergent Wealth Advisors, LLC
February 2012 - June 2013 · 1 yr 4 mos
The Ayco Company,l.p.
January 2011 - February 2012 · 1 yr 1 mo
State Registrations4 states
CANJNYTX
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.