Eric Guetterman is a registered investment advisor at Trajan Wealth, L.L.C., based in Vancouver, WA, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B 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% |
Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.
Fee Estimator
Location
701 NE 136th Ave, Suite 200, Vancouver, WA, 98684
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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 is an assistant wrestling coach at Washougal High School since 2018, dedicating about a quarter of his time. He also owns Guetts Grappling LLC, a fitness training business, since 2024, dedicating about a quarter of his time.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Fisher Investments
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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