Eric Papacosta
Eric Papacosta is a registered investment advisor at Asset Allocation Strategies, LLC, based in Tustin, CA, with 17 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
Tustin, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
Eric is an insurance agent at GLP & Associates, selling life insurance and annuities since 2013, dedicating about half his time. He is also an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC since August 2023, spending about 10-20% of his time managing advisory accounts.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLC
Glp Investment Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations4 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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