Eric Kala
Eric Kala is a CFP, ChFC-designated registered investment advisor at Avid Wealth Partners, LLC, based in San Antonio, TX, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 220 clients with $210M 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 | 1.50% |
| $500K - $2.5M | 0.85% |
| $2.5M - $10.0M | 0.65% |
| $10M+ | 0.40% |
AWP may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
17806 W Interstate 10, Ste. 106, San Antonio, TX, 78257
Get directionsHistory
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 owns Avid Risk Management LLC, an insurance brokerage, and spends a few hours per week on insurance policy design and contract review. He also owns Avid Consulting LLC, a business consulting firm, and Avid Capital LLC, a holding company, and is a managing member of Cinco Equis Capital Group, LLC.
Employment History
Current Registrations
Avid Wealth Partners, LLC
Previous Registrations
Newedge Advisors
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.