Eric Simms is a registered investment advisor at Gradient Capital Advisors, LLC, based in San Diego, CA, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 478 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Capital Advisors does not charge a fee for portfolio management services. This service is offered as an accommodation to family and friends.
Location
2125 Poinsettia Drive, San Diego, CA, 92107
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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.
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Eric serves as a successor trustee, but receives no compensation for this fiduciary activity.
Employment History
Current Registrations
Gradient Capital Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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