Advisor at Eclectic Associates, Inc.
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Firm
Eclectic Associates, Inc.
Location
Fullerton, CA 92835
Credentials
CFP®
Industry experience
1 year
Clarissa Hartono is a CFP® professional with one year of industry experience, currently serving as an advisor at Eclectic Associates, Inc. She has been with Eclectic Associates since 2021 and previously worked at Injoy Life Resources. Eclectic Associates serves individuals, trusts, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside integrated financial planning. The firm manages over $1.2 billion in assets across approximately 1,000 client relationships, employing a long-term, diversified investment approach supported by a team of nine advisors and an internal Chief Investment Officer.
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
2024 - Present (2 years)
Eclectic Associates
2021 - 2024 (3 years)
Injoy Life Resources
2021 - 2021 (1 year)
Student
2014 - 2021 (7 years)
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Real estate agent
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Other specialized services
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