Advisor at LifeSteps Financial
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Firm
LifeSteps Financial
Location
Claremont, CA 91711
Credentials
Series 65
Industry experience
10 years
Eric Bergquist is a financial advisor at LifeSteps Financial with 10 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial since 2015, including its predecessor entity, Foothill Financial Advisors, Inc. LifeSteps Financial serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, incorporates tactical asset allocation, and provides integrated financial planning alongside discretionary and non-discretionary advisory services.
Based on LifeSteps Financial
Based on LifeSteps Financial
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.60% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001+: Negotiable
Minimum fee: $6,000 annually minimum for Bill Payment and Reconciliation Service (negotiable) Fee-only: Yes, fee-only advisory services; no commissions
250 West First Street, Suite 248
Claremont, CA 91711
California
LifeSteps Financial
2026 - Present (1 year)
Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.)
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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