Eric David Couillard
Advisor at Couillard Capital LLC — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Los Angeles, CA 90071
Couillard Capital LLC
Independent
Total advisors
1Clients per advisor
9 LowAvg AUM per client
$55,556 Very LowHNW client ratio
11% TypicalEric Couillard is the principal of Couillard Capital LLC in Los Angeles, holding a Series 65 credential with one year of industry experience. Prior to founding Couillard Capital, he worked with National Life Group and operates an insurance agency as a sole proprietor. Couillard Capital provides discretionary and non-discretionary asset management, financial planning, consulting, and retirement-plan advisory services primarily for retirement plans, institutional, and individual clients. The firm employs tailored investment strategies and offers ERISA 3(21) fiduciary services, pension consulting, and financial planning on an hourly or fixed-fee basis.
Based on Couillard Capital LLC
Based on Couillard Capital LLC
Flat fees between $1,000 and $3,000 for financial planning services
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.90% annually $2,000,000.01 - $3,000,000: 0.80% annually $3,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.60% annually
Commissions received from sales of insurance products as a licensed insurance agent
$150 per hour for financial planning services
Fee-only: Hourly fee of $150 per hour; Fixed fees between $1,000 and $3,000 for financial planning services
Los Angeles, CA
515 South Flower St., Suite 1800
Los Angeles CA 90071
Advisors at this office
1
California
1 year of industry experience
Couillard Capital, LLC
2024 - Present • 2 years
Los Angeles, CA
National Life Group
2023 - Present • 3 years
Los Angeles, CA
Eric Couillard, Sole Proprietor
2023 - Present • 3 years
Los Angeles, CA
Unemployed
2022 - 2023 • 1 year
Los Angeles, CA
Pro-Park America
2021 - 2022 • 1 year
Roseville, CA
Unemployed
2021 - 2021 • 1 year
Roseville, CA
Liberty Test Equipment
2021 - 2021 • 1 year
Roseville, CA
Unemployed
2020 - 2021 • 1 year
Roseville, CA
Student
2014 - 2020 • 6 years
Roseville, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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