EK
EK

Eric Krattiger

5 Years of Experience
Woodland Hills, CA
Sells Insurance

Eric Krattiger is a registered investment advisor at Premier Wealth Advisors, INC., based in Woodland Hills, CA, with 5 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 62 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
62 clients
Average Client Portfolio
$242K average
Assets Under Management
$15.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Premier Wealth Advisors uses third-party managers, and the advisory fee charged to the client will range from 0.5% to 1.0%, depending on the third-party manager selected and the size of the account managed. A portion of the fee is remitted to Premier Wealth Advisors. The exact fee received by Premier Wealth Advisors will be disclosed to the client. The aggregate fee charged by both Premier Wealth Advisors and the selected registered investment advisor will never exceed 2.00% of the client’s assets under management.

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Location

6200 Canoga Ave. Suite 202, Woodland Hills, CA, 91367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric is a licensed insurance agent selling life, property & casualty, and annuity products, dedicating a few hours per week. He also works as a real estate sales agent in Las Vegas, devoting about a quarter of his time, and as an estate planning sales agent in Vero Beach, dedicating minimal time.

Employment History
Current Registrations
Premier Wealth Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Regal Investment Advisors LLC
May 2019 - November 2019 · 6 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.