Eric Bergquist is a registered investment advisor at Lifesteps Financial, based in Claremont, CA, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 680 clients with $440M 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.45% |
Fees are negotiable for accounts over $15,000,000. Some accounts are under different fee schedules honoring prior agreements.
Fee Estimator
Location
250 West First Street, Suite 248, Claremont, CA, 91711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifesteps Financial
State Registrations1 state
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