Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are capped at 1.00% annually, but the firm usually requires a minimum annual fee of $25,000. Clients with less than $2,500,000 in AUM may exceed the typical maximum fee of 1% when the minimum account fee is applied. Fees are negotiable. Financial planning and consulting services are charged hourly ($350-$500) or flat fee ($2,500-$50,000). A retainer of 50% is required for financial planning.
Areas of Practice
Advisor Information
Office location
240 Third Street, Suite 110, Los Altos, CA, 94022
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eric is the Chairman on the Board of Trustees for the International Farmhouse Foundation, offering his time and leadership. This non-investment-related activity requires a few hours per week, and he receives no compensation.