Eric Joseph Kiblen

Hrc Wealth Management, LLC

24 Years of Experience

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Firm Information

Hrc Wealth Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

886 clients

Average Client Portfolio

$457K average

Assets Under Management

$404.9M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $1.5M	0.75%
$1.5M - $5.0M	0.50%
$5M+	0.25%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

For Comprehensive Asset Management, you'll pay an annual fee based on the value of your assets under management. Fees are billed quarterly in advance and are negotiable. Clients will also incur transaction charges from their custodian. Either party may terminate the advisory agreement at any time, and a pro-rata refund of unearned fees will be provided.

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Areas of Practice

Investment Management

Advisor Information

Office location

315 S. Almon, Moscow, ID, 83843

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2023

Settled

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Other Business ActivitiesSells Insurance

Eric is a part owner of HRC Wealth Management, LLC, where he spends nearly full-time managing his fee-based business. He also co-owns commercial rental property and coaches high school softball during the season, as well as selling life insurance, dedicating a few hours per week.