David Little is a CFA, CFP-designated registered investment advisor at Eclectic Associates, INC., based in Fullerton, CA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,222 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Subsequent years' fees for individual fixed-income investments and illiquid investments held to maturity are 0.35%. Fees are negotiable in certain situations.
Fee Estimator
Contact
David Little
Location
1440 North Harbor Blvd., Suite 220, Fullerton, CA, 92835
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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 →Employment History
Current Registrations
Eclectic Associates, INC.
State Registrations2 states
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
Additional Information
David Little joined Eclectic Associates in 1992. He is a Chartered Financial Analyst, Certified Financial Planner, and an Accredited Investment Fiduciary, and has a bachelor’s degree in business with an emphasis in finance from Biola University. Dave is also active in industry and civic organizations as well as his church.
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