Eric Blackhall is a PFS-designated registered investment advisor at Octavia Wealth Advisors LLC, based in San Diego, CA, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,803 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Octavia Wealth Advisors charges an annual fee based on the value of your investments, up to 2.00%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Octavia. Fees are paid quarterly, in advance. The fee may be negotiable. If Octavia recommends an independent manager, the total blended fee will not exceed 2.25% annually.
Location
2305 Historic Decatur Rd., Ste. 100, San Diego, CA, 92106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the owner/CPA/bookkeeper of Eric Blackhall, Inc., providing tax advice to clients, which takes nearly full-time. He also owns and manages multiple rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.