Eric Lionel Frison
Advisor at Dunhill Financial
Updated today
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.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
Dunhill Financial
Team
Total advisors
5Clients per advisor
198 Very HighAvg AUM per client
$604,960 LowHNW client ratio
11% Very LowAbout
Eric Frison is a financial advisor at Dunhill Financial with a Series 65 credential and one year of industry experience. His prior work includes a year at Harrison Brook and 15 years as a self-employed professional before joining Dunhill Financial. Dunhill Financial serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, offering portfolio management, financial planning, and model portfolio services. The firm uses a combination of discretionary management and a hybrid robo-advisory platform, incorporating both algorithmic rebalancing and adviser oversight.
Client services
Based on Dunhill Financial
Financial planning
Portfolio management
Selection of other advisers
Trustee
Fee options
< $400,000 - < $400,000: $5,000 minimum fee $400,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% > $10,000,000+: $50,000 fixed fee
Minimum fee: $5,000 minimum for accounts under $400,000
Most active in
Eric F has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
< 1 year of industry experience
Dunhill Financial, LLC
2025 - Present • 1 year
Biarritz
Dunhill Financial, LLC
2025 - 2025 • 1 year
Biarritz
Harrison Brook
2024 - 2025 • 1 year
Villeneuve-Loubet
Self-Employed
2009 - 2024 • 15 years
Paris
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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