EA
EA

Eric Arndt

6 Years of Experience
Portland, OR

Eric Arndt is a registered investment advisor at Empirical Wealth Management, based in Portland, OR, with 6 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, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,400 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

805 SW Broadway, Suite 2400, Portland, OR, 97205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is a co-owner of Art-O-Maddic LLC, an art gallery and creative space, dedicating a few hours per week. He also serves as Treasurer for the Canby Arts Association, a non-profit, spending minimal time per week on this role.

Employment History
Current Registrations
Empirical Wealth Management
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cwm, LLC
April 2022 - September 2022 · 5 mos
Blue Water Wealth
September 2020 - August 2021 · 11 mos
Vector Wealth Management
July 2019 - May 2020 · 10 mos
State Registrations3 states
CAORWA
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.
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