Robert Bergstrom is a sole proprietorship that manages client accounts and provides investment consulting services. For managed accounts, Robert Bergstrom will allocate money among various asset classes and investments based on a customized investment plan. He also provides some financial planning services for managed account clients at no additional charge. For investment and planning consultations, Robert Bergstrom will help clients structure a diversified portfolio and recommend suitable investments, as well as furnish retirement planning, education planning, and other financial planning services.
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% |
Fee is negotiable for the advisor's family & household residents. All of the managed accounts in a household will be added together for purposes of computing the fee.