Eric Kruglak is a registered investment advisor at Pendulum Asset Management, LLC, based in Heber City, UT, 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 Investment Management. Their firm serves 11 clients with $690K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients can negotiate a lesser fee.
Fee Estimator
Location
Heber City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pendulum Asset Management, LLC
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations1 state
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