Eric Presogna is a CFP-designated registered investment advisor at One-Up Financial, based in Erie, PA, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 97 clients with $110M 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 $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are negotiable. Household accounts may be aggregated.
Fee Estimator
Location
1545 West 38th Street, Erie, PA, 16508
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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 a part-time consultant providing bookkeeping and tax services for Presogna & Co., P.C. Since 2020, Eric is also a Managing Member & Chief Compliance Officer for One-Up Financial LLC, dedicating about 10 hours per week during trading hours.
Employment History
Current Registrations
One-Up Financial
Previous Registrations
Origin Financial
One-Up Financial LLC
Evident Financial
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.
Exams
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