Eric Malden is a registered investment advisor at Shearwater Capital, based in Denver, CO, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 180 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are based on total household assets under management rather than a tiered structure per account. Fees are negotiable.
Fee Estimator
Location
2000 S Colorado Blvd. Tower One, Suite 2000-1148, Denver, CO, 80222
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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 works as a radiologist at Radiology Imaging Associates since 2000, dedicating full-time hours to this role. A significant portion of this time is during trading hours.
Employment History
Current Registrations
Shearwater Capital
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.
Exams
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