Eric Linger
Eric Linger is a registered investment advisor at Madrona Financial & Cpas, based in Redmond, WA, with 14 years of industry experience. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 689 clients with $690M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Fees are negotiable. Real estate Delaware Statutory Trusts have a separate fee schedule ranging from 0.60% to 1.00%. Sub-adviser fees may be added to client bills.
Fee Estimator
Contact
Eric Linger
Location
Redmond, WA
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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 →Employment History
Current Registrations
Madrona Financial & Cpas
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.
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