Overview

Headquarters
Fullerton, CA
Total Firm Assets
$1.5 billion
Average High-Net-Worth Client Portfolio Size
$2.7 million

Fee Disclosure

Source: ECLECTIC ASSOCIATES, INC. FORM ADV PART 2 (2026-08-12) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 $5,000,000 0.50%
$5,000,001 and above 0.35%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $35,000 0.70%
$10 million $52,500 0.52%
$50 million $192,500 0.38%
$100 million $367,500 0.37%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
76.42%
Number of High-Net-Worth Clients
410
Total Client Accounts
4,290
Discretionary Accounts
4,098
Non-Discretionary Accounts
192

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
111041
  • ECLECTIC ASSOCIATES, INC. FORM ADV PART 2 (2026-08-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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