Eric Thomas is a CFP-designated registered investment advisor at Clarity Capital Management LLC, based in Tigard, OR, with 17 years of industry experience. Eric 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 6 more. Their firm serves 100 clients with $84M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Contact
Eric Thomas
Location
Tigard, OR
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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 Activities
Eric owns a single-family real estate property in Portland, OR since 2017. This activity is not investment-related.
Employment History
Current Registrations
Clarity Capital Management LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
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
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