Eric Boughton is a CFA-designated registered investment advisor at Matisse Capital, based in Portland, OR, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 358 clients with $1.6B 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 |
|---|---|
| Any | 1.00% |
Fee is typically no greater than 1% of assets managed. Rates may be negotiable based on the amount of assets being managed or structured as a fixed fee.
Fee Estimator
Location
15350 SW Sequoia Pkwy, Suite 260, Portland, OR, 97224
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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 →Employment History
Current Registrations
Matisse Capital
Previous Registrations
Deschutes Investment Advisors, INC.
1st Source Corporation Investment Advisors, INC.
State Registrations1 state
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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