EG
EG

Eric Daniel Gauthier

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,087 clients
Average Client Portfolio
$191K average
Assets Under Management
$399.4M

Fee Structure

Minimum Investment:$50K
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Location

10450 E Riggs Road, Suite 101, Sun Lakes, AZ, 85248

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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 owner of Bell Rock Consulting since 2021, providing sales/marketing and software consulting services. He dedicates minimal time to this activity.

Employment History
Current Registrations
Terra Wealth
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Val Vista Capital Management, LLC
December 2022 - May 2024 · 1 yr 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.