Clinton Carpenter is a registered investment advisor at Eckman Wealth Management, LLC, based in Seattle, WA, with 10 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 281 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.
Fee Estimator
Location
Seattle, WA
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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
Clinton owns CLC Tax, LLC, through which he operates a tax return preparation business, spending a few hours per week on this activity. He also provides AML audits for unaffiliated firms, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Eckman Wealth Management, LLC
State Registrations7 states
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