EF
EF

Edward Fisher

7 Years of Experience
Santa Barbara, CA

Edward Fisher is a registered investment advisor at Double Springs Capital LLC, based in Santa Barbara, CA, with 7 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$53.3M average
Assets Under Management
$53.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Double Springs Capital charges a performance-based fee for portfolio management. Qualified clients will pay an annual management fee of 1.50%, paid quarterly. Clients will also pay a quarterly performance fee of 15.00% based on capital appreciation for the portfolio. If the portfolio drops in value, the client will not incur a new performance fee until the portfolio reaches the last highest value, adjusted for withdrawals and deposits, which is generally known as a “high water mark.”

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Location

1117 State Street, #Mezz 6, Santa Barbara, CA, 93101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Double Springs Capital LLC
June 2018 - Present · 7 yrs 11 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.