ON FEES

I charge a flat, annual fee for financial planning and a fee for managing investments. The fees are based on complexity and the amount of assets being managed. This is determined in the first meeting.

 

Unlike a broker-dealer, I'm a registered investment advisor and cannot charge commissions on investment products. This is one of the biggest distinctions when working with me. You'll know exactly what the fees are ahead of time instead of after the fact. Not being able to charge commissions on investments also removes a very important conflict of interest and ensures that our interests are always aligned.

 

​Mail: ​8605 Santa Monica Blvd, pmb 35721

West Hollywood, California 90069-4109 US

info@eurekawealthmanagement.com

(760) 537-0791

©2020 BY EUREKA WEALTH MANAGEMENT.

Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.