Eric
Swanson
Bps Capital Management, Inc
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About this Advisor
Eric Swanson is a chartered financial analyst operating in Minneapolis, Minnesota who has 3 years of relevant experience. Swanson is an advisor for Bps Capital Management, Inc. They have spent the entirety of their career at Bps Capital Management, Inc. Swanson is registered to work in Minnesota. Bps Capital Management, Inc is a company that has its headquarters in Minneapolis, MN. It handles $5 billion in total assets between its 71 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 71 customer accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Bps Capital Management, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely are based on which services are offered. However, fees charged by Bps Capital Management, Inc can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bps Capital Management, Inc Brokerage Details
$4,880,672,225
7
71
$68,741,862
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Swanson Work History
Eric has been registered as a financial advisor for 3 years.*
Bps Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bps Capital Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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