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Amy Fracaro-Choate

Berger Financial Group
39 Years of Experience
South Burlington, VT
Sells Insurance
View SEC Summary
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Amy Fracaro-Choate is a registered investment advisor at Berger Financial Group, based in South Burlington, VT, with 39 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,800 clients with $2.9B in assets under management.

Berger Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
3,800 clients
Average Client Portfolio
$776K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 Kimball Avenue, Suite 240, South Burlington, VT, 05403

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amy is a registered representative with Purshe Kaplan Sterling Investments, a FINRA-registered broker-dealer. She also works as a broker selling life insurance and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Berger Financial Group
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2020 - October 2022 · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
June 2010 - August 2020 · 10 yrs 2 mos
Cambridge Investment Research, INC.Broker
June 2010 - August 2020 · 10 yrs 2 mos
Financial West Group
February 2008 - June 2010 · 2 yrs 4 mos
Financial West GroupBroker
April 2004 - June 2010 · 6 yrs 2 mos
Hornor, Townsend & Kent, INC.Broker
August 2002 - March 2004 · 1 yr 7 mos
Uvest Investment ServicesBroker
January 2001 - July 2002 · 1 yr 6 mos
Charter One Securities, INC.Broker
June 2000 - January 2001 · 7 mos
Hornor, Townsend & Kent, INC.Broker
October 1996 - June 2000 · 3 yrs 8 mos
Copeland Equities, INC.Broker
December 1992 - October 1996 · 3 yrs 10 mos
G. R. Phelps & CO., INC.Broker
April 1992 - January 1993 · 9 mos
MML Investors Services, INC.Broker
August 1990 - March 1992 · 1 yr 7 mos
Resource Brokerage CORP.Broker
July 1989 - July 1990 · 1 yr
N. Robert Wagner & Assoc., INC.Broker
December 1987 - July 1989 · 1 yr 7 mos
Metlife Securities INC.Broker
May 1986 - November 1987 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
May 1986 - October 1987 · 1 yr 5 mos
State Registrations2 states
TXVT
Advisor

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
No exam information available for this advisor.
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