Eric Yeager is a registered investment advisor at Bangerter Financial Services, INC., based in San Diego, CA, with 1 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 320 clients with $69M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
San Diego, CA
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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 works as an Investment Advisor Representative for Bangerter Financial Services and a Registered Representative for Concorde Investment Services, LLC. He also works in technology/software sales as a Business Development Representative for ServiceNow, Inc; each of these roles take about a quarter of his time.
Employment History
Current Registrations
Bangerter Financial Services, INC.
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
State Registrations1 state
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