Eric Stern is a registered investment advisor at Svb Wealth, based in San Francisco, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,451 clients with $5B 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 - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
222 2nd Street, 18th Floor, San Francisco, CA, 94105
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
Svb Wealth
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Gerken Capital AssociatesBroker
William O'neil & Company, IncorporatedBroker
State Registrations4 states
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.