Abbey Eastham
Abbey Eastham is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 13 years of industry experience. Abbey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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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
Abbey works as an Investment Advisor Representative for Realta Investment Advisors, Inc. This role involves providing investment advisory services and takes nearly full-time hours.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Summit Brokerage Services, INC.Broker
Legend Equities CorporationBroker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Girard Securities, INC.Broker
Cetera Investment Services LLCBroker
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Investors Capital CORP.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial 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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