Eric Patterson is a registered investment advisor at Three Bell Capital LLC, based in Morgan Hill, CA, with 13 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 6 more. Their firm serves 628 clients with $5.1B 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity. Fees are paid quarterly in arrears.
Fee Estimator
Location
Morgan Hill, CA
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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 Managing Partner and CIO of Three Bell Capital, a wealth management business. He spends nearly full-time serving clients by investing assets and advising on tax and estate planning matters.
Employment History
Current Registrations
Three Bell Capital LLC
Previous Registrations
Rainmaker Securities, LLCBroker
Zanbato Securities LLCBroker
Trump Securities, LLCBroker
Emerson Equity LLCBroker
Winans International
Lehrer Management CO INC
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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