TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Allen Berg

Clearstead; Clearstead Advisory Solutions
11 Years of Experience
Deerfield, IL
View SEC Summary
View SEC Summary

Allen Berg is a CFP-designated registered investment advisor at Clearstead; Clearstead Advisory Solutions, based in Deerfield, IL, with 11 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 4,819 clients with $34B in assets under management.

Clearstead; Clearstead Advisory Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
4,819 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$33.9B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Most clients have an annual fee between 0.10% and 1.00%. Fees are negotiable and vary based on portfolio size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

570 Lake Cook Rd, Suite 320, Deerfield, IL, 60015

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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 Activities

Allen serves as Treasurer and Adviser for the Juliana Greenfield Family Foundation, which is engaged in charitable medical research. He oversees contributions, assists with grants, and manages the portfolio, dedicating minimal time to this activity.

Employment History
Current Registrations
Clearstead; Clearstead Advisory Solutions
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Waveland Family Office, LLC
March 2023 - February 2025 · 1 yr 11 mos
Kovitz Investment Group Partners, LLC
February 2020 - February 2023 · 3 yrs
North Star Investment Management Corporation
October 2014 - January 2020 · 5 yrs 3 mos
State Registrations1 state
IL
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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