EH
EH

E Hughes

1 Year of Experience
Alameda, CA
BrokerSells Insurance

E Hughes is a registered investment advisor at Bcn Financial, INC., based in Alameda, CA, with 1 years of industry experience. E operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.90%
$100K - $500K0.75%
$500K - $1.0M0.65%
$1M+0.55%

Asset-based advisory fees are waived for clients for whom BCN receives trailing commissions from C share mutual fund investments.

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

3215 Encinal Avenue, Suite L, Alameda, CA, 94501

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

E operates BCN Financial Inc as a DBA for their LPL business, dedicating full-time hours to it. E also works with non-variable insurance and provides administrative support to BCN Financial Inc, an independent investment advisor firm, also dedicating full-time hours to this.

Employment History
Current Registrations
Bcn Financial, INC.
December 2024 - Present · 1 yr 5 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.