Eric Hamberg
Eric Hamberg is a CFP-designated registered investment advisor at Rik Saylor Financial, INC., based in Fairfield, OH, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 387 clients with $180M 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 $50K | 1.75% |
| $50K - $100K | 1.75% |
| $100K - $300K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Some legacy clients may be charged under a different fee schedule.
Fee Estimator
Location
1241 Nilles Road, Fairfield, OH, 45014
Get directionsHistory
Regulatory History (1)
Regulatory
May 2021Other Business Activities
Eric is a financial advisor for Rik Saylor Financial LLC, dedicating nearly full-time hours to this role. He is also a board member and chair for Sweet Cheeks Diaper Bank, spending minimal time per week. Eric is also the owner of Hamberg Capital Management, LLC and trustee/owner of Knowledge Capital, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Rik Saylor Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.