Advisor at Eclectic Associates, Inc.
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Firm
Eclectic Associates, Inc.
Location
Fullerton, CA 92835
Credentials
CFP®
Industry experience
4 years
Amber Shrosbree is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Eclectic Associates, Inc. in Fullerton, CA. Prior to joining Eclectic Associates, she worked at Integrated Procurement Technologies and Westmont College. Eclectic Associates is a nine-advisor team managing over $1.2 billion in assets across approximately 1,000 client relationships. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside financial planning and consulting, with an investment approach centered on diversified mutual funds and ETFs guided by modern portfolio theory.
Based on Eclectic Associates, Inc.
Fixed fee consulting ranges from $350 to $7,000 depending on project scope; negotiable
$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+: 0.35%
Consulting services hourly rate of $350
Account minimum: $400,000 Minimum fee: One-time setup charge up to $2,000 at account opening, sometimes negotiable or waived Fee-only: Advisory fees based on assets under management per tiered schedule; no commissions or bonuses accepted
1440 North Harbor Blvd., Suite 220
Fullerton, CA 92835
California · Texas
Eclectic Associates, Inc.
2018 - Present (8 years)
Integrated Procurement Technologies
2018 - 2018 (1 year)
Westmont College
2014 - 2017 (3 years)
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Lawyer
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Real estate agent
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Other specialized services
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