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Eric Flaten
Morgan Stanley Smith Barney
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Location:Seattle, WA, 98101
Experience:20+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $2,000,000
Fee structure(s):Percentage of assets
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Equity Comp. Planning
Practice and Approach
Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Please read the terms and conditions of the service before continuing.
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