EB
EB

Ethan Blinder

2 Years of Experience
Weston, CT

Ethan Blinder is a registered investment advisor at Calm River Capital LLC, based in Weston, CT, with 2 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
21 clients
Average Client Portfolio
$492K average
Assets Under Management
$10.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Weston, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ethan is involved in several real estate investment and management entities, holding positions such as Vice President, Assistant Treasurer, Secretary, and Member. These activities take up a significant portion of Ethan's time, involving overseeing operations, maintaining records, advising on investment strategy, and making business decisions.

Employment History
Current Registrations
Calm River Capital LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations3 states
CTNYTX
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.