Eric Imbuelten
Eric Imbuelten is a registered investment advisor at A.E.I. Financial Group, based in Santa Rosa, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 18 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.E.I. Financial Group manages investments through Orion Portfolio Solutions, charging an annual fee of 1% to 1.5% of the value of your portfolio, depending on the size of your household account. This fee may be negotiable. Lower fees for similar services might be available elsewhere. The total annual fees for the Orion Portfolio Solutions program may not exceed 2.5% of the value of your portfolio. Fees are charged monthly based on the average daily balance for the prior month.
Location
3558 Round Barn Blvd. Ste 200, Santa Rosa, CA, 95403
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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 ActivitiesSells Insurance
Eric is the owner of A.E.I. Tax & Financial, offering retirement planning, insurance sales, tax preparation, and resolutions since 2006.
Employment History
Current Registrations
A.E.I. Financial Group
Previous Registrations
Gradient Advisors, LLC
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.