Eric Linger is a registered investment advisor at Sherwood Investments, based in Redmond, WA, with 14 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, High Net Worth, Investment Management, and 3 more. Their firm serves 41 clients with $84M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Minimum quarterly fee is $250. Fees are negotiable. Current client contracts may exist where the fees are higher or lower than the above fee schedule.
Fee Estimator
Contact
Eric Linger
Location
Redmond, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sherwood Investments
Previous Registrations
Sherwood Investment Services
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
For twenty years I have been helping clients simplify their financial lives, improve their standard of living and sleep well at night! Their money is invested as if it were my own, but with their objectives in mind.