Eric Edward Haas
Advisor at Prufid Financial Advisors LLC — Holland, MI
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.
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
16 years
Location
Holland, MI
Prufid Financial Advisors LLC
Supported
Total advisors
1Clients per advisor
27 LowAvg AUM per client
$8,992,578 Very HighHNW client ratio
100% Very HighEric Haas is a financial advisor at Prufid Financial Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Altruist Financial Advisors LLC since 2001. Prufid Financial Advisors provides fee-only portfolio management and advisory services to individuals, high-net-worth clients, and various institutional clients, including corporate pension plans and private investment funds. The firm employs a strategic asset-allocation approach using primarily mutual funds and ETFs and manages assets largely on a non-discretionary basis.
$0 - $10,000,000: 0.235% per year $10,000,000 - $20,000,000: 0.11% per year $20,000,000 - $50,000,000: 0.055% per year $50,000,000 - $100,000,000: 0.03% per year $100,000,000+: 0.02% per year
Account minimum: $3,000,000 Minimum fee: Minimum annual fee of $30,000 ($7,500 per quarter) Fee-only: Fee-only basis for PRUFID Portfolio Management Service
Holland, MI
Holland MI
Advisors at this office
1
Michigan
16 years of industry experience
Altruist Financial Advisors LLC
2001 - Present • 25 years
Holland, MI
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A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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