Eric Thurber is a registered investment advisor at Three Bridge Wealth Advisors, based in Los Altos, CA, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 71 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Bridge Wealth Advisors charges a maximum annual fee of 1.00% of your portfolio. However, they require a minimum annual fee of $25,000. If your portfolio is less than $2,500,000, you may exceed the typical maximum fee of 1% due to the minimum fee. Fees are negotiable and deducted from your managed account quarterly.
Location
240 Third Street, Suite 110, Los Altos, CA, 94022
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Sanctuary Securities LLCBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Three Bridge Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.