Erick Ormsby
Erick Ormsby is a registered investment advisor at Alcosta Capital Management, INC., based in San Ramon, CA, with 23 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 64 clients with $220M 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 $250K | 2.00% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
Fee schedule shown is for the Growth strategy. Growth & Income/Balanced strategies: First $250K: 1.85%, $250K-$500K: 1.50%, $500K-$1M: 1.25%, Over $1M: 1.00%. Income/Capital Preservation strategies: First $250K: 1.10%, $250K-$500K: 0.90%, $500K-$1M: 0.75%, Over $1M: 0.60%. Alcosta may negotiate alternative fees on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
3180 Crow Canyon Pl., Suite 150, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Employment History
Current Registrations
Alcosta Capital Management, INC.
Previous Registrations
First Allied Securities, INC.
State Registrations2 states
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