Advisor at JEHM Wealth & Retirement, 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
JEHM Wealth & Retirement, LLC
Location
Simpsonville, SC 29681
Credentials
Series 65
Industry experience
10 years
Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Change Path, LLC. In addition to his advisory role, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients through comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios primarily via model strategies and a sub-adviser relationship.
Based on JEHM Wealth & Retirement, LLC
Based on JEHM Wealth & Retirement, LLC
Financial planning fixed fees range from $500 to $5,000, negotiable.
$0 - $999,999: 1.00% - 1.50% $1,000,000 - $2,999,999: 0.80% - 1.30% $3,000,000+: 0.70% to 1.20%
$150 per hour
Account minimum: $250,000
117 Woodruff Place Circle, Suite A
Simpsonville, SC 29681
Florida · South Carolina
Retirement Wealth Advisors
2017 - 2019 (2 years)
Change Path, LLC
2017 - 2017 (1 year)
Society of Financial Awareness
2016 - 2017 (1 year)
Retirement Wealth Advisors
2016 - 2017 (1 year)
JEHM Wealth & Retirement, LLC
2015 - Present (11 years)
JEHM Wealth & Retirement Strategies
2012 - 2016 (4 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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