Eric Chmielewski is a registered investment advisor at Measured Financial, based in Roseville, CA, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 257 clients with $68M 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 | 1.40% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $800K | 0.95% |
| $800K+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The same fee schedule applies to variable annuity management.
Fee Estimator
Location
3017 Douglas Blvd,, Suite 300, Roseville, CA, 95661
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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
Measured Financial
Previous Registrations
Staines Financial, LLC
Uncommon Capital, LLC
Independent Financial Group, 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.