Eric Gomez
Eric Gomez is a registered investment advisor at Sg Wealth Managers LLC, based in Scottsdale, AZ, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 56 clients with $32M 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 $500K | 1.45% |
| $500K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
7900 E Thompson Peak Pkwy, Unit 104, Scottsdale, AZ, 85255
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 the owner and an insurance agent at SG Insurance and Estate Services LLC since 2020, selling life, disability, and health insurance. This takes about a quarter of his time.
Employment History
Current Registrations
Sg Wealth Managers LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations2 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.