Edgerton Scott is a CFA-designated registered investment advisor at Bergen Park Capital Management, LLC, based in Bigfork, MT, with 3 years of industry experience. Edgerton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
The management fee is generally calculated and payable quarterly in arrears at an annual rate of 1.1%. While generally not negotiable, the Adviser, in its sole discretion, has and may in the future waive or modify the Management Fee and the Performance Allocation for principals, members, employees or affiliates of the Adviser or any general partner to a Client, relatives of such persons, and for certain large or strategic investors. For the pooled investment vehicle Clients, the Performance Allocation is generally equal to an aggregate amount up to 10% of the net profits, subject to a loss carryforward provision.
Fee Estimator
Location
Bigfork, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bergen Park Capital Management, LLC
Previous Registrations
Bergen Park Capital Management, LLC
State Registrations1 state
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