Eric Oh
Eric Oh is a CFP, ChFC-designated registered investment advisor at Chatterton & Associates, based in Anaheim, CA, with 18 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.3B 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 | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3061 E. La Palma Ave., Anaheim, CA, 92806
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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 ActivitiesSells Insurance
Eric is a registered representative with an independent RIA, providing fee-based investment advisory services. He also manages existing variable annuities transferred from new clients, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Chatterton & Associates
Osaic Wealth, INC.Broker
Previous Registrations
Chatterton & Associates
State Registrations22 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
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