Eric Klopping is a registered investment advisor at Findec Wealth Services, INC., based in Stockton, CA. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 770 clients with $770M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees may be negotiable. Alternatively, FinDec may charge a fixed fee % that is not subject to the tier schedule.
Fee Estimator
Location
1776 W. March Lane, Suite 190, Stockton, CA, 95207
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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
Eric owns Strategic Inventory LLC, providing business and operational consulting services, specifically in inventory management and operational efficiency, since 2021. This takes about 10-20% of Eric's time.
Employment History
Current Registrations
Findec Wealth Services, INC.
State Registrations2 states
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