Eric Sigdestad is a CFP-designated registered investment advisor at Simplifi, INC., based in San Diego, CA, with 20 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 299 clients with $250M 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 | 1.25% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Effective March 28, 2025, SimpliFi updated its fee schedule for new clients. However, existing clients will continue to pay fees based on the previous fee schedule agreed upon at the time of their engagement with SimpliFi. Some family and related accounts may have fees waived or at a reduced charge.
Fee Estimator
Location
9666 Businesspark Ave, Suite 111, San Diego, CA, 92131
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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
Simplifi, INC.
Previous Registrations
LPL Financial Corporation
Financial Network Investment Corporation
State Registrations2 states
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