Eric Bergeson is a registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 244 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wasatch Global Investors manages investments for mutual funds and separate accounts. Fees for mutual funds vary depending on the fund, ranging from 0.50% to 1.75% of assets managed annually. Separate account fees are based on a percentage of assets managed and can be negotiated depending on the account size and investment style. Some separate accounts may also have performance-based fees.
Location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
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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 the President and Director of Marketing at Wasatch Advisors LP, overseeing sales and marketing. This is an investment-related activity and takes nearly full-time hours, with more time spent during trading hours.
Employment History
Current Registrations
Wasatch Advisors LP
Previous Registrations
Alps Distributors, INC.Broker
State Registrations1 state
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