Eric Cedergreen
Eric Cedergreen is a registered investment advisor at The Clark Group Asset Management, based in Dana Point, CA, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 469 clients with $340M 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 $1000K | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable and can vary based on account size, longevity as a client, investment strategy, potential for additional assets, and personalized servicing requested.
Fee Estimator
Location
24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA, 92629
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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 →Other Business Activities
Eric is the Executive Vice President of Pachira Investments, Inc. DBA The Clark Group Asset Management, a Registered Investment Advisor (RIA). This activity takes nearly full-time hours.
Employment History
Current Registrations
The Clark Group Asset Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
State Registrations3 states
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