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Eric Stephen Collier

Investment Adviser Representative at SMI ADVISORY SERVICES, LLC

Columbus, INCRD #5052172Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/10/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
SMI Private Client - Classic1.00%
SMI Private Client - Select0.95%
SMI Private Client - Premier0.85%
SMIFX - Less than $250M1.00%
SMIFX - Over $250M to $500M0.90%
SMIFX - Over $500M0.80%
SMILX - Less than $100M0.90%
SMILX - Over $100M to $250M0.80%
SMILX - Over $250M to $500M0.70%
SMILX - Over $500M0.60%
SMIDX - Less than $250M1.00%
SMIDX - Over $250M to $500M0.90%
SMIDX - Over $500M0.80%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

SMI Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SMI ADVISORY SERVICES, LLCCurrent
4/1/2016Columbus, IN
OMNIUM, LLC.
2/6/200612/31/2007Columbus, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SMI ADVISORY SERVICES, LLC

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View SMI ADVISORY SERVICES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Stephen Collier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Eric Stephen Collier - Financial Advisor in Columbus, IN | AdvisorFinder