Advisor at Advisory Services Network
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.
Location
Valparaiso, IN 46383
Credentials
CFP®, Series 63
Industry experience
16 years
Eric Garrard is a CFP® professional with 16 years of industry experience, currently serving as an Investment Adviser Representative at Advisory Services Network, LLC since 2011. He holds a Series 63 license and is based in Valparaiso, Indiana. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm provides portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
402 Wall Street, Suite 63
Valparaiso, IN 46383
Indiana · Texas
Advisory Services Network, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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