Robert Bergstrom is a registered investment advisor at Robert Bergstrom, based in Bothell, WA, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 12 clients with $10M 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 $100K | 0.35% |
| $100K - $300K | 0.25% |
| $300K - $600K | 0.20% |
| $600K+ | 0.15% |
Fees are negotiable for the advisor's family and household residents. All managed accounts in a household are combined for fee calculation purposes.
Fee Estimator
Location
Bothell, WA
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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 →Employment History
Current Registrations
Robert Bergstrom
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.
Exams
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