Eric Bederman is a registered investment advisor at Romano Wealth Management, based in Evanston, IL, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 969 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Passively managed accounts are charged 0.75% on all assets. Actively managed accounts have a tiered fee schedule.
Fee Estimator
Location
1560 Sherman Avenue, Ste 1300, Evanston, IL, 60201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is a Trustee and Treasurer of the Wilmette Public Library District, a volunteer elected and unpaid position he began in May 2025. He dedicates a few hours per week to this role outside of securities trading/business hours.
Employment History
Current Registrations
Romano Wealth Management
Romano Brothers and CompanyBroker
Previous Registrations
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
Sf Investments, INC.Broker
State Registrations1 state
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