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Eric Thomas Thurber

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$817.8M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$25,000
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Location

240 Third Street, Suite 110, Los Altos, CA, 94022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is the Chairman on the Board of Trustees for the International Farmhouse Foundation, offering his time and leadership. This non-investment-related activity requires a few hours per week, and he receives no compensation.

Employment History
Current Registrations
Three Bridge Wealth Advisors
February 2020 - Present · 6 yrs
Previous Registrations
Sanctuary Securities LLCBroker
November 2011 - May 2017 · 5 yrs 6 mos
Hightower Advisors, LLC
November 2010 - July 2011 · 8 mos
Hightower Securities, LLCBroker
July 2010 - November 2011 · 1 yr 4 mos
Three Bridge Wealth Advisors
August 2009 - December 2018 · 9 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - July 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
July 1999 - June 2009 · 9 yrs 11 mos
Citigroup Global Markets INC.Broker
June 1999 - June 2009 · 10 yrs
Banc of America Securities LLCBroker
October 1997 - June 1999 · 1 yr 8 mos
Montgomery SecuritiesBroker
October 1995 - October 1997 · 2 yrs
State Registrations2 states
CANY
Advisor
Exams
No exam information available for this advisor.