Eric Arndt is a registered investment advisor at Empirical Wealth Management, based in Portland, OR, with 5 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)

Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.

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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 5 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.