Eric Allen Sams

Axxcess Wealth Management, LLC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Axxcess Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

8,726 clients

Average Client Portfolio

$725K average

Assets Under Management

$6.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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History

Regulatory History (1)

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Criminal

February 2015

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Eric operates E & E Financial, LLC as a DBA for his investment advisory business. He also provides consulting services through Monahan & Roth, LLC, dedicating a significant amount of time to due diligence, research, client services, and supporting senior management. Additionally, Eric sells insurance through CPS Insurance, dedicating minimal time to this activity, and serves as President of the Board for Harriet Tubman Village Charter School, spending a few hours per week on board meetings.