Advisor at Eclectic Associates, Inc.
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Firm
Eclectic Associates, Inc.
Location
Fullerton, CA 92835
Credentials
CFP®, CFA®
Industry experience
28 years
David Little is a CFP® and CFA® with 28 years of industry experience. He has been with Eclectic Associates, Inc. since 1992 and is part of a nine-advisor team based in Fullerton, CA. Eclectic Associates serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, primarily offering discretionary portfolio management alongside integrated financial planning. The firm uses a written Investment Plan tailored to each client, employing diversified mutual funds and ETFs with a long-term approach and semiannual rebalancing.
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.
2016 - Present (10 years)
Eclectic Associates, Inc.
1992 - 2016 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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