Thomas Hagerstrom is a registered investment advisor at Robertson Stephens, based in San Francisco, CA, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
455 Market Street, Ste. 1450, San Francisco, CA, 94105-2442
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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.
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Thomas is a board member and head of the investment committee for the Madison Area YMCA Association. His duties include creating the investment policy statement for the YMCA foundation, and he dedicates minimal time to this uncompensated role.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Haymarket Wealth Management LLC
Haymarket Wealth Management LLC
State Registrations1 state
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