Bergquist Michael John is a large advisory firm based in Santa Barbara. It manages $131.75 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Bergquist Michael John provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and hourly rate tax & estate planning advice & fiduciary advisory services related thereto with existing financial planning clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bergquist Michael John is $131.75 million. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bergquist Michael John for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bergquist Michael John is owned by Michael John Bergquist. Jonathan K Wang joined the executive team most recently as the Member.
The principal office where Bergquist Michael John performs its advisory services is located at 1114 State Street, Suite 300, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-568-5313 or by fax 805-568-5315. The normal business hours are 9am to 5pm on Monday - Friday.