EG

Eric Daniel Gauthier

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
Hourly Rate:$250 - $500/hr

Terra Wealth charges an annual advisory fee based on assets under management, average daily balance, or a flat dollar fee, up to 2.00%. Fees are negotiable based on the relationship size, services rendered, and complexity. Financial planning services may be included in the annual advisory fee or offered separately at an hourly rate ($250-$500) or a flat fee. A minimum relationship size of $50,000 is generally required, but may be waived.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

10450 E Riggs Road, Suite 101, Sun Lakes, AZ, 85248

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Eric is the owner of Bell Rock Consulting since 2021, providing sales/marketing and software consulting services. He dedicates minimal time to this activity.

Employment History
Current Registrations
Terra Wealth
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Val Vista Capital Management, LLC
December 2022 - May 2024 · 1 yr 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Eric Daniel Gauthier - Financial Advisor | AdvisorDiscover