Robert L. Bergstrom is a sole proprietorship operating as an independent advisory firm since 1988, led by Robert L. Bergstrom. The firm manages investment accounts and provides ongoing investment consulting, retirement planning, education planning, and general financial planning tailored to individual client needs. Portfolios are built using a long-term global perspective with wide diversification primarily through mutual funds, complemented by individual stocks or bonds when appropriate. Accounts are held with Charles Schwab & Co., Inc. The firm emphasizes a disciplined, non-market-timing approach to investing, focusing on asset allocation aligned with client risk tolerance and personal financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.35% |
| $100K - $300K | 0.25% |
| $300K - $600K | 0.20% |
| $600K+ | 0.15% |
Fees are negotiable for the advisor's family and household residents. All managed accounts in a household are combined for fee calculation purposes.