Eric Furstner is a CFP, ChFC-designated registered investment advisor at Lido, based in San Ramon, CA, with 39 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 13,800 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Minimum quarterly fee of $2,500 ($10,000 annually) applies. Fees are negotiable based on account size, strategy, and services provided. Acquired firm clients may be subject to different legacy fee schedules.
Fee Estimator
Location
12667 Alcosta Blvd, Suite 150, San Ramon, CA, 94583
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is an agent for The Furstner Group, Inc. selling life, health, and group health insurance, dedicating minimal time. He also owns rental property and is a trustee for an insurance trust, each requiring minimal time, and is a principal in a financial planning business, dedicating about 10-20% of his time.
Employment History
Current Registrations
Lido
Previous Registrations
Fountainhead Advisors
The Furstner Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Sun Investment Services CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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