| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
San Diego, CA
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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 →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.