Advisor at EIA Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EIA Investments LLC
Location
Salisbury, CT 06068
Credentials
Series 63, Series 65
Industry experience
9 years
$0 - $250,000: 0.25% to 1.00% subject to the index investment strategy plus $125 annual fee $250,000+: Negotiable fee between 0.25% to 1.00% subject to the index investment strategy (no additional $125 fee)
Negotiable performance-based fees for clients with investments over $250,000, based on share of capital gains or capital appreciation.
Account minimum: $250,000 Minimum fee: $125 annual fee for accounts with AUM less than $250,000 Fee-only: Portfolio management fees are negotiable for investments greater than $250,000; performance-based fees are also negotiable for investments over $250,000.
EIA Investments LLC
2021 - Present (5 years)
USQ Securities
2019 - Present (7 years)
Economic Index Associates LLC
2018 - Present (8 years)
Enclave Capital LLC
2016 - 2019 (3 years)
Union Square Capital Advisors LLC
2015 - Present (11 years)
Shellback Pacific Inc
2015 - 2018 (3 years)
NovaPower Pty Ltd
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sharon, CT
Olive Tree Ridge Investment Advisors
Series 63, Series 66
Lakeville, CT
Vizcaya Capital, LLC
Series 65
Lakeville, CT
Main Street Research LLC
Series 63, Series 65
Lakeville, CT
Main Street Research LLC
CFP®
Lakeville, CT
Main Street Research LLC
Series 65
Lakeville, CT
Main Street Research LLC
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