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Eric Lansford

8 Years of Experience
Seattle, WA
Sells Insurance

Eric Lansford is a registered investment advisor at Aspire Capital Advisors LLC, based in Seattle, WA, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,935 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,935 clients
Average Client Portfolio
$521K average
Assets Under Management
$1.0B

Fee Structure

Aspire Capital charges a percentage of the value of your portfolio, up to 1.00% per year, paid quarterly. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable. Aspire Capital may recommend unaffiliated investment managers, and the total fee, including Aspire Capital's fee and the independent manager's fee, will not exceed 1.00% annually.

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Location

1815 North 45th Street, Suite 105, Seattle, WA, 98103

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is an Investment Advisor Representative for Aspire Capital Advisors LLC and Sound Financial Investments, Inc., and the CCO/Managing Member of the latter. He is also an insurance agent selling fixed insurance and the Owner/Managing Member of LAKEN Investments, LLC.

Employment History
Current Registrations
Aspire Capital Advisors LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Sound Financial Investments, INC.
July 2017 - February 2026 · 8 yrs 7 mos
Synergy Financial Management, LLC
May 2017 - June 2017 · 1 mo
State Registrations1 state
WA
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.