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Eric Vogler

Advisor at Primerica Advisors

Updated today

Location

Oakland, NJ 07436

Credentials

Series 63, Series 65

Industry experience

4 years

About

Eric Vogler is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Metro Exhibits, Three County Volkswagen, Montclair State University, and the Nutley School System. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-based strategies and selectively managed accounts under a wrap-fee structure. The firm focuses on curated third-party asset managers and employs an operational model that includes ongoing oversight and independent due diligence.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

169 Ramapo Valley Rd, Suite Ll100

Oakland, NJ 07436

Most active in

New Jersey

Work history

Metro Exhibits

2024 - Present (2 years)

Primerica Advisors

2021 - Present (5 years)

Primerica Financial Services

2021 - Present (5 years)

Three County Volkswagen

2019 - 2021 (2 years)

Montclair State University

2017 - 2021 (4 years)

Nutley School System

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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