Carl Lachman is a CFP-designated registered investment advisor at Eclectic Associates, INC., based in Fullerton, CA, with 21 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,222 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For individual fixed income investments, such as individual bonds and certificates of deposit, and illiquid investments such as private placements, which are generally held to maturity, subsequent years’ fees are 0.35% of the value of those types of investments. Some accounts are under different fee schedules honoring prior agreements. Standard fee schedule can be negotiated based on a number of factors.
Fee Estimator
Contact
Carl Lachman
Location
1440 North Harbor Blvd., Suite 220, Fullerton, CA, 92835
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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
Eclectic Associates, INC.
State Registrations2 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
Carl Lachman loves to help people make good decisions about their money. It is a love that drives his work at Eclectic Associates and spurs him to volunteer to teach financial courses in the community. He feels gratified to see clients and class attendees alike grasp a concept and apply it successfully to their finances.