Eric Stutzman is a CFP-designated registered investment advisor at Selkirk Wealth Advisors, LLC, based in Spokane, WA, with 14 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 204 clients with $210M 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 | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable, including the option of a flat fee.
Fee Estimator
Location
203 N Washington St, Suite 203, Spokane, WA, 99201
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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
Selkirk Wealth Advisors, LLC
Previous Registrations
Etesian Wealth Advisors, INC.
Abridge Partners, LLC
State Registrations2 states
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