Advisor at Amphora Wealth Management, LLC
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Firm
Amphora Wealth Management, LLC
Location
Chapel Hill, NC 27517
Credentials
Series 63, Series 65
Industry experience
19 years
Eric Sobocinski is a financial advisor at Amphora Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has served as Owner and President of Kylix Management, Inc., providing management services and insurance sales. Additionally, he is Of Counsel at Walker, Lambe, PLLC, a law firm, and Vice President & Counsel at Turner-Gary Sports, Inc., a firm representing athletes and coaches. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach with diversified portfolios and offers educational seminars alongside ongoing portfolio monitoring.
Based on Amphora Wealth Management, LLC
Based on Amphora Wealth Management, LLC
Financial planning services flat fees ranging from $2,500 to $15,000 per plan; educational seminars/workshops flat fees ranging from $100 to $500
$0 - $2,000,000: 1.00% annually $2,000,001 - $6,000,000: 0.80% annually $6,000,001 - $16,000,000: 0.60% annually $16,000,001+: 0.50% annually
$50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
Account minimum: $8,000 minimum annual fee Minimum fee: Minimum annual fee of $8,000 charged in quarterly increments Fee-only: Financial planning flat fees ranging from $2,500 to $15,000 per plan; hourly fees from $50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
100 Europa Drive, Suite 431
Chapel Hill, NC 27517
North Carolina · Pennsylvania
Kylix Management, Inc.
2016 - Present (10 years)
Amphora Wealth Management, LLC
2011 - Present (15 years)
Walker, Lambe, PLLC
2008 - Present (18 years)
Turner-Gary Sports, Inc.
2007 - Present (19 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.
Lawyer
They provide legal services, typically billed separately.
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.
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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