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Eric Arndt is an Investment Advisor Representative with Empirical Wealth Management. Eric has been in the financial services industry since June of 2015. Eric holds a Series 65 license. Eric is registered with the state of California, Oregon and Washington. Eric specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Selection of Other Advisors. Eric also has experience in the following areas: Tax Preparation and Insurance Services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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11/04/2022 - Present
Empirical Wealth Management (Portland OR)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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