Eiger Wealth Management, LLC

Eiger Wealth Management, LLC is a San Diego-based wealth management firm founded in 2019 by Scott Bramwell, CPA, and Fabian Waldner, JD. The firm specializes in creating and managing investment strategies for accredited investors, offering access to private real estate investments and other exclusive opportunities. Eiger's services may include financial planning, coordination with independent professionals for estate and tax planning, and managing client accounts based on individual circumstances. The firm may recommend Third-Party Managers for public and private investments, with clients granting full discretion over their accounts. Eiger charges an annual Investment Advisory Fee of 1.0% of assets under management, with additional planning fees as needed. The firm may receive economic benefits from broker-dealers like Charles Schwab, its primary custodian. Eiger follows strict policies for trade errors, proxy voting, and custody of client assets. Clients receive regular account reviews and access to online information. Eiger's Code of Ethics ensures a high standard of conduct, including restrictions on personal trading. The firm does not offer performance-based fees and has no disciplinary events. Eiger's financial information demonstrates stability and compliance with regulatory requirements.