Eric Restrepo
Eric Restrepo is a registered investment advisor at Lifeworks Advisors, LLC, based in El Dorado Hills, CA, with 4 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, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M 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 |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
1264 Hawks Flight Ct, Suite 200, El Dorado Hills, CA, 95762
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 →Other Business ActivitiesSells Insurance
Eric is a licensed insurance agent with Restrepo Wealth, focusing on insurance sales and implementation. He also owns 50% of ERAR Holdings LLC, an investment property, and dedicates minimal time to its ownership and management; additionally, Eric owns Mountain Goat Strategies, providing consulting services to business owners and privately held companies, dedicating about 10-20% of his time.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Sowell Management
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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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