Eric Clark is a registered investment advisor at Accuvest Global Advisors, INC., based in Walnut Creek, CA, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $940M 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 | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable over $1,000,000. Institutional rates are lower: 1.50% on the first $1,000,000, 1.25% on the next $1,000,000 to $2,500,000, and 1.00% on the next $2,500,000 to $5,000,000. Fees are negotiable over $5,000,000.
Fee Estimator
Location
3100 Oak Road #380, Walnut Creek, CA, 94597
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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 Activities
Eric is a company officer at Alpha Brands, working on the Global Brands Index. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Accuvest Global Advisors, INC.
Alt Fund Distributors LLCBroker
Alt Fund Distributors LLC
Previous Registrations
Pacer Advisors, INC.
Pacer Financial, INC.Broker
Transamerica Capital, INC.Broker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Breakaway Partners, LLC
Tenet Capital LLC
Ixis Asset Management Advisors, L.P.
Ixis Asset Management Distributors, L.P.Broker
Quasar Distributors, LLCBroker
First Fund Distributors, INC.Broker
First Fund Distributors, INC.Broker
First Fund Distributors, INC.Broker
Sunamerica Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.