Eric Forsythe is a registered investment advisor at Hapanowicz Financial, based in Pittsburgh, PA. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 652 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hapanowicz & Associates offers investment management through the Strategic Wealth Investment Management (SWIM) program. The annual advisory fee can be up to 2.0% of the account's value, determined by factors like asset types, financial situation, and trading activity, and is negotiable. The fee is charged quarterly in advance. There are two account options: SWIM1, where clients pay transaction charges, and SWIM2, where the advisory fee is higher to cover transaction costs. The minimum household account size is $1,000,000, with exceptions for family members of existing clients ($300,000).
Location
Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hapanowicz Financial
State Registrations1 state
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