Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Client accounts may be aggregated for fee calculations. Investment management can be provided for an additional annual fee of 0.50% of assets under management when bundled with annual planning services.
Fee Estimator
Contact
Eric Toya
Location
417 Beryl Street, Redondo Beach, CA, 90277
Get directionsHistory
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
Navigoe, LLC
Previous Registrations
Trovena, LLC.
Trovena Investment Advisors
Leonard Wealth Management, INC.
Churchill Management Group
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.
Exams
Additional Information
My first forays into financial services were with firms that paid commissions for the sale of products. I sought out a better way to deliver financial advice, free of the conflicts of interest inherent in commission-based sales. I worked as an Investment Specialist at Charles Schwab before completing the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional in 2007. I joined the Navigoe team out of a desire to be part of a full service financial advisory firm, dedicated to delivering world class wealth management advice.