Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
BFS charges an annual investment advisory fee based on assets under management. For direct asset management, fees range from 1.75% on the first $100,000 to 1.00% on assets over $1,000,000. These fees are negotiable. Financial planning services are offered at $150 per hour. BFS may utilize third-party money managers and receive a referral fee.
Areas of Practice
Advisor Information
Office location
San Diego, CA
Get directionsRegulatory 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 works as an Investment Advisor Representative for Bangerter Financial Services and a Registered Representative for Concorde Investment Services, LLC. He also works in technology/software sales as a Business Development Representative for ServiceNow, Inc; each of these roles take about a quarter of his time.