Eric Schoonover is a registered investment advisor at Altitude Capital Management LLC, based in Indio, CA, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 488 clients with $100M 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 | 2.00% |
Annual fees are a maximum of 2.0%, charged monthly in arrears based on market value. Altitude Capital Management has sole discretion to negotiate lower fees or waive them.
Fee Estimator
Location
Indio, CA
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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
Altitude Capital Management LLC
Previous Registrations
Secure Investment Management, LLC
Liberty Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
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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