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Eric Edward Haas

Altruist Financial Advisors LLC

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About Eric Edward Haas

Eric Edward Haas is an investment advisor representative at Altruist Financial Advisors LLC in HOLLAND, MI. Eric has been in the industry since January 2001 and has a Series 65 license. Eric is a registered investment advisor in Michigan.

Firm Information

Eric Haas is currently registered with Altruist Financial Advisors LLC. Altruist Financial Advisors LLC is an investment advisor based in with $312,095,728 in regulatory assets under management. They provide financial planning, portfolio management for businesses, and portfolio management for individuals. They primarily serve charitable organizations, high-net-worth individuals, and corporations or other businesses.

$312.10M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Haas’s Registration & Firm History

MI

06/19/2014 - Present

Altruist Financial Advisors LLC (HOLLAND MI)

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Licenses & Designations

IA

Issued 09/01/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Edward Haas.
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