Advisor at E2I Financial Group, 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.
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.40% annually $2,000,001 - $5,000,000: 1.30% annually $5,000,001+: 1.20% annually
May receive commission from insurance products if purchased through the firm
$250 per hour for financial planning and consulting services
Fee-only: Hourly fee of $250 per hour for financial planning and consulting services
Horter Investment Management
2017 - Present (9 years)
E2I Financial Group, LLC
2015 - Present (11 years)
JAD Financial Group, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Boone, NC
Edward Jones
Series 66
Boone, NC
Edward Jones
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Series 63, Series 65, Series 66
Boone, NC
RCX Capital Group Advisors, LLC
Series 63, Series 65, Series 66
Boone, NC
RCX Capital Group Advisors, LLC
Series 65
Boone, NC
Fortis Wealth Management
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