Advisor at On Track Financial LLC
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Firm
On Track Financial LLC
Location
Concord, NH 03301
Credentials
Series 63, Series 65
Industry experience
33 years
Eric Sanborn is the principal advisor at On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding On Track Financial in 2024, Mr. Sanborn worked at several firms including Purshe Kaplan Sterling Investments and LORD & SANBORN Inc. Outside of his advisory work, he is involved in building management through his membership in Jason & Charles LLC, a real estate holding company. On Track Financial serves individuals and high-net-worth clients by providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and combines discretionary management with client review and approval processes.
Based on On Track Financial LLC
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Commissions charged separately for purchase or sale of securities; fees do not include commissions.
Account minimum: $150,000
1 Eagle Square, Ste 512
Concord, NH 03301
Florida · Maine · Massachusetts · New Hampshire
On Track Financial LLC
2024 - Present (2 years)
Purshe kaplan Sterling Investments
2016 - Present (10 years)
Essential Planning, LLC
2015 - Present (11 years)
Investors Capital Corporation
2014 - 2016 (2 years)
Jason & Charles LLC
2011 - Present (15 years)
LORD & SANBORN Inc.
1999 - 2024 (25 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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