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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually and are negotiable at the discretion of the firm. For clients with over $1,000,000 in assets under management, financial planning services are included.
Fee Estimator
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.
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 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.
Exams
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