Eric Albertson is a registered investment advisor at Viento Financial Group, LLC, based in Hood River, OR, with 2 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 3 more. Their firm serves 83 clients with $51M 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 $400K | 2.00% |
| $400K - $445K | 1.80% |
| $445K - $500K | 1.60% |
| $500K - $572K | 1.40% |
| $572K - $667K | 1.20% |
| $667K - $800K | 1.00% |
| $800K+ | 0.80% |
Fees are assessed based on the average daily balance and billed quarterly in arrears.
Fee Estimator
Location
Hood River, OR
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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 →Employment History
Current Registrations
Viento Financial Group, LLC
State Registrations3 states
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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