Unclaimed
Eric Benedict is a registered Investment Advisor Representative with Captrust, a firm that manages over $852 Billion in assets. Eric has been with Captrust since January 2013 and holds a Series 65 license. Eric specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Eric is also a 50% owner of a rental property business.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
04/09/2015 - Present
Captrust (RALEIGH NC)
IA
Issued 02/27/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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