Eric
Smith
Mission Wealth Management, Lp
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About this Advisor
Eric Smith is a financial advisor based in Walnut Creek, California, working with Mission Wealth Management, Lp. Eric has previously held positions at the University of Wisconsin, Fisher Investments, and Mission Wealth Management, Lp. Eric is registered to provide services in California. Currently, Eric is part of Mission Wealth Management, Lp, which operates out of Walnut Creek, California. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$7,072,960,768
109
9,939
$711,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Eric Smith Work History
Mission Wealth Management, Lp
Mission Wealth Management, Lp
Fisher Investments
Fisher Investments
University Of Wisconsin
Disclosures
Please visit the SEC profile of Eric Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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