Eric Turloff
Eric Turloff is a CFA-designated registered investment advisor at Eagle Harbor Asset Management, INC., based in Bainbridge Island, WA, with 25 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, Corporate Executives, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 203 clients with $160M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
Portfolio size minimums and fees may be negotiable if grouped with other related accounts or will have the potential for future additions or contributions.
Fee Estimator
Contact
Eric Turloff
Location
Bainbridge Island, WA
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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 involved in tax preparation services. This activity is not investment-related.
Employment History
Current Registrations
Eagle Harbor Asset Management, INC.
Turloff Financial Consulting INC.
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.
Exams
Additional Information
Having worked for both a Big Eight accounting firm and Fortune 500 corporation, Eric has decades of experience in the financial industry, ranging from managing employee 401(k) plans to financial planning to helping the companies improve their own profitability. His love of helping other solve their financial issues led him to open his own firm in 1998. For a select number of families and individual clients, Eric serves as a trusted financial guide, providing financial advice on a holistic basis by integrating financial, tax and estate planning with risk and investment management. His goal is to maximize performance for all of these factors and ultimately help clients reach a higher standard of living. To make that happen, Eric adheres to a strict value code that includes always putting the client's interest first, distributing unbiased advice, only beholding to his clients and continually adding value to their lives. A trusted guide, Eric's services are delivered in a cost-effective manner that's tailored to the specific needs of each individual client. An avid sailor, Eric uses a compass for his company logo, signifying his willingness to help clients get going in the right direction.