Eric Moessing is a registered investment advisor at Seven Canyons Advisors, LLC, based in Salt Lake City, UT, 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 High Net Worth, Investment Management. Their firm serves 4 clients with $90M 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% |
Applies to private funds (Ark Global Emerging Companies Fund and Golby Global) at 1.5% per annum. Funds also charge performance fees of up to 5% and 15% respectively. Separately managed account fees are negotiated on a case-by-case basis.
Fee Estimator
Location
22 East 100 South 4th Floor, Salt Lake City, UT, 84111
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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.
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Eric is the COO of Seven Canyons Advisors, LLC, dedicating full-time hours to investment advisory services. He also owns The Annadel Group, an assisted living facility, taking about a quarter of his time, and serves as trustee of the Seven Canyons retirement plan, requiring minimal time.
Employment History
Current Registrations
Seven Canyons Advisors, LLC
Previous Registrations
Alps Distributors, INC.Broker
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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