Erik Bloomfeldt is a registered investment advisor at Insight Financial, based in Tigard, OR, with 15 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 74 clients with $28M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | Included |
Schedule applies to pension plan clients only. Fees for other clients are 2.00% and may be negotiated.
Fee Estimator
Location
7307 SW Beveland Road, Suite 200, Tigard, OR, 97223
Get directionsHistory
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 ActivitiesSells Insurance
Erik receives revenue from Medicare supplements sold in the past and continues to sell a few each year to existing clients and their relatives. He is also a part owner in a corporation that owns a farm and guest ranch, but he is not involved in the business operations.
Employment History
Current Registrations
Insight Financial
Previous Registrations
Integrity Financial Corporation
Regal Investment Advisors LLC
Onyx Wealth Advisors, INC.
Brookstone Capital Management LLC
State Registrations2 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.