Eric Mosser is a CFP-designated registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,746 clients with $620M 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 | 1.50% |
Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.
Fee Estimator
Location
2 Park Plaza, Suite 800, Irvine, CA, 92614
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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 →Other Business Activities
Eric operates Mechanics Investment Services as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Edward Jones
Edward JonesBroker
Waddell & Reed
Waddell & ReedBroker
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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