Eric Henrickson
Eric Henrickson is a registered investment advisor at Solomon and Associates LLC, based in Irvine, CA, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $11M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Location
Irvine, CA
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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 ActivitiesSells Insurance
Eric is a professor at Argosy University and the president of Build America Management Company, dedicating about 10% of his time and about a quarter of his time respectively. He is also an LLC member of AIC-Insure America LLC, an insurance agency, spending minimal time on this activity.
Employment History
Current Registrations
Solomon and Associates LLC
Previous Registrations
Chase Investment Services CORP.
Wamu Investments, INC.
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.