Eric Gersch is a registered investment advisor at Econologics Financial Advisors, based in Largo, FL, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 259 clients with $140M 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.70% |
Fees are negotiable. The investment advisory fee is in addition to fees charged by the Portfolio Manager, which will generally not exceed an annual rate of 1%. Combined investment advisory fees of Econologics Financial Advisors and the Portfolio Manager could equal or exceed 2%.
Fee Estimator
Location
2401 West Bay Drive, Suite 603, Largo, FL, 33770
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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
Econologics Financial Advisors
State Registrations7 states
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