Eric Maldonado is a CFP-designated registered investment advisor at Aquila Wealth Advisors, based in San Luis Obispo, CA, with 14 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, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 36 clients with $21M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.90% |
Fees are negotiable, but will not exceed 3% annually. Total management fees charged by the Advisor and outside manager will not exceed 3% of assets under management per year.
Fee Estimator
Contact
Eric Maldonado
Location
872 Higuera St, San Luis Obispo, CA, 93401
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 →Employment History
Current Registrations
Aquila Wealth Advisors
Previous Registrations
Crew Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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
Additional Information
eric@aquilawealth.com