Martin Berger
Martin Berger is a registered investment advisor at Weitzel Financial Services, INC., based in Dubuque, IA, with 44 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,134 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Rates shown are for comprehensive portfolio management. Alternative platform options (Orion and Betterment) charge a total annual fee of 0.75%.
Fee Estimator
Location
1200 Cedar Cross Rd, Dubuque, IA, 52003-0306
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is an agent/owner of Berger Benefits, selling and servicing life and health insurance since 2000. This takes more than full-time hours, including full-time hours during SEC trading.
Employment History
Current Registrations
Weitzel Financial Services, INC.
Weitzel Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Raymond QuintWeitzel Financial Services, INC.
- Trevor Thomas, CFPCetera Investment Advisers LLC
- Nicholas Smith, CFPSteele Capital Management, INC.
- Stephanie Bussan, CFPBrady Martz Wealth Solutions, LLC
- Ricky Winslow, CFPStackstone Wealth, LLC
- Regan Takes, CFPMariner Independent