John Bergstrom
John Bergstrom is a CFP, ChFC-designated registered investment advisor at Cardinal Wealth Advisors, L.L.C., based in Edina, MN, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 117 clients with $82M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In some cases, Cardinal Wealth Advisors may alternatively negotiate a flat dollar-amount fee, or a negotiated Annual Fee Rate based upon certain criteria.
Fee Estimator
Location
7201 Ohms Lane, Suite 215, Edina, MN, 55439-2154
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 ActivitiesSells Insurance
John serves as a Foreign Disclosure Officer in the US Navy Reserves, dedicating about 10-20% of his time. He also works as an insurance agent and is a principal/owner of Friends & Neighbors, LLC, spending minimal time on each of these activities.
Employment History
Current Registrations
Cardinal Wealth Advisors, L.L.C.
State Registrations2 states
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