Eddie Gonzalez is a registered investment advisor at Fiduciary Experts LLC, based in Murrieta, CA, with 4 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 67 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $40.0M | 0.25% |
| $40.0M - $115.0M | 0.20% |
| $115M+ | 0.15% |
Fee Estimator
Location
Murrieta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Eddie works as a shopper for Instacart, a grocery delivery service, since 2021. This takes about half of Eddie's time outside of trading hours.
Employment History
Current Registrations
Fiduciary Experts LLC
State Registrations1 state
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