Eric Presogna is a CFP-designated registered investment advisor at One-Up Financial, based in Erie, PA, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 91 clients with $85M 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 - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Location
1545 West 38th Street, Erie, PA, 16508
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 part-time consultant providing bookkeeping and tax services for Presogna & Co., P.C. Since 2020, Eric is also a Managing Member & Chief Compliance Officer for One-Up Financial LLC, dedicating about 10 hours per week during trading hours.
Employment History
Current Registrations
One-Up Financial
Previous Registrations
Origin Financial
One-Up Financial LLC
Evident Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.