Eric Walton is a registered investment advisor at Westwind Capital, based in Las Cruces, NM, with 22 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, Retirement Planning. Their firm serves 1,131 clients with $800M 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 - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiated at WWC's discretion. All cash, money market funds and bank sweep balances will be billed at the rate of the lowest fee-paying asset unless otherwise specified. Fixed Income/Treasury Management fees differ.
Fee Estimator
Location
1800 S. Telshor, Las Cruces, NM, 88011
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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 is a partner in three real estate holding companies: BenMol LLC (since 2016), SKEW Properties LLC (since 2014), and GSM LLC (since 2024). He dedicates minimal time to each company, focusing on property management.
Employment History
Current Registrations
Westwind Capital
State Registrations3 states
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