Eric Hundahl is a CFA-designated registered investment advisor at Sail Loft Capital Management LLC, based in Salem, MA, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SLCM charges an annual management fee based on the value of your portfolio, ranging from 1.00% to 1.50%, depending on the investment portfolio selected. The fee is assessed quarterly, in arrears. A minimum of $1,000,000 of assets under management is required to open an account, but this may be negotiable.
Location
Salem, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sail Loft Capital Management LLC
State Registrations1 state
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