Advisor at Eclectic Associates, Inc.
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Firm
Eclectic Associates, Inc.
Location
Fullerton, CA 92835
Credentials
CFA®, Series 63
Industry experience
22 years
Russell Murdock is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Eclectic Associates, Inc. and has worked at Seabreeze Capital Management, LLC since 2003. Eclectic Associates serves individuals, trusts, retirement plans, charitable organizations, and businesses, primarily offering discretionary portfolio management along with integrated financial planning and limited consulting. The firm employs a disciplined investment approach using diversified mutual funds and ETFs, supported by a team of nine advisors managing over $1.2 billion in assets.
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.
2026 - Present (1 year)
Seabreeze Capital Management, Llc
2003 - Present (23 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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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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