Eric Toubin is a CFA-designated registered investment advisor at Painted Porch Advisors LLC, based in Santa Barbara, CA, with 24 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 215 clients with $520M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Standard fee schedule is not negotiable; however, Painted Porch reserves the right to make exceptions in limited circumstances at their discretion. They also manage some family and related accounts without charge.
Fee Estimator
Location
115 S La Cumbre Lane, Suite 201, Santa Barbara, CA, 93105
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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 →Other Business Activities
Eric manages several LLCs (11108 North Florida Ave, LLC, Alabama Twenty, LLC, Oklahoma Properties Thirtyfive, LLC, and Tennessee Forty, LLC) that own and lease rental properties. These activities require minimal time commitment.
Employment History
Current Registrations
Painted Porch Advisors LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Sterne, Agee & Leach, INC.Broker
Jefferies High Yield Trading, LLCBroker
Jefferies & Company, INC.Broker
Banc of America Securities LLCBroker
State Registrations1 state
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