Eric Rodriguez is a CFP-designated registered investment advisor at Wealthbuilders, LLC, based in Carlsbad, CA, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $38M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The advisory fee is a blended fee. Web-Based Portfolio Management Services are offered in conjunction with Betterment, which charges a separate fee of 0.14% of the account value, billed monthly in arrears. Fees may be negotiable.
Fee Estimator
Location
5451 Avenida Encinas, Suite 126B, Carlsbad, CA, 92008
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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 the author of a personal finance book and receives compensation for each book sold. He is also the managing member and co-host of a financial education podcast and club, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Wealthbuilders, LLC
State Registrations1 state
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