Fabian Waldner is a registered investment advisor at Eiger Wealth Management, LLC, based in San Diego, CA, with 18 years of industry experience. Fabian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eiger Wealth Management charges an annual fee based on the value of your portfolio. Most clients pay 1.0% per year. Eiger may reduce this fee for larger portfolios or increase it for smaller, more complex portfolios. Eiger may recommend other investment advisors to manage portions of your assets; these managers charge separate fees.
Location
16855 West Bernardo Drive, Suite 310, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eiger Wealth Management, LLC
Previous Registrations
Cornerstone Wealth Management
State Registrations2 states
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