Eric Rabbanian is a CFP-designated registered investment advisor at Apella Wealth, based in Boise, ID, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 4 more. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Contact
Eric Rabbanian
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the sole owner and program instructor for RFP Education, LLC, where he develops instructional materials and answers student questions for the Yale School of Management Certified Investment Management Analyst Program®. This activity is not investment-related and takes about 10-20% of Eric's time.
Employment History
Current Registrations
Apella Wealth
Rabbanian Financial Planning, INC.
Previous Registrations
Rabbanian Financial Planning, INC.
State Registrations3 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.