Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for amounts over $100,000,000.
Fee Estimator
For individually managed accounts, fees are based on assets under advisement. The brochure lists the following fee tiers: 1.25% on the first $1,000,000, 0.90% on the next $9,000,000, 0.60% on the next $40,000,000, and 0.40% on the next $50,000,000. Fees are negotiable for amounts over $100,000,000. Fees are calculated on the gross settled asset value of the client accounts as of the last day of the preceding calendar quarter and are payable quarterly in advance. The firm generally requires a minimum account size of $1,000,000, though this may be waived.
Areas of Practice
Advisor Information
Office location
275 Sacramento Street, 8th Floor, San Francisco, CA, 94111
Get directionsRegulatory History (1)
Criminal
June 2012Other Business Activities
Eric founded Structured Products Consulting Group, LLC in 2020, a consulting firm. As of March 2023, he became a managing director at Fort Point Capital Partners, LLC, providing referrals to their Wealth Advisory and Asset Management practices, working full-time through his broker-dealer.