CB
CB
C.eric Buonassisi
22 Years of Experience
San Francisco, CA
2 Disclosures
C.eric Buonassisi is a registered investment advisor at Forest Hill Financial Advisory Group LLC, based in San Francisco, CA, with 22 years of industry experience. C.eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 19 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$20.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
469 Pacheco Street, Ste. 200, San Francisco, CA, 94116
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2007Denied
Employment Separation After Allegations
March 2006Employment History
Current Registrations
Forest Hill Financial Advisory Group LLC
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
November 2002 - April 2006 · 3 yrs 5 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.