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Robert Berry

Momentum Independent Network INC.
38 Years of Experience
Scottsdale, AZ
4 DisclosuresBroker
View SEC Summary
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Robert Berry is a registered investment advisor at Momentum Independent Network INC., based in Scottsdale, AZ, with 38 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

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

Location

7825, E. Gelding #103, Scottsdale, AZ, 85260

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2002
Settled
Customer Dispute
July 1999
Settled
Customer Dispute
January 1999
Settled
Regulatory
October 1995
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Momentum Independent Network INC.
May 2023 - Present · 3 yrs 5 mos
Momentum Independent Network INC.Broker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Ntb Financial CorporationBroker
January 2020 - December 2022 · 2 yrs 11 mos
Port Securities, INC.Broker
February 2014 - March 2019 · 5 yrs 1 mo
Berry-Shino Securities, INC.Broker
September 1995 - February 2014 · 18 yrs 5 mos
Presidential Brokerage, INC.Broker
October 1992 - November 1995 · 3 yrs 1 mo
Rocky Mountain Securities & Investments, INC.Broker
February 1989 - October 1992 · 3 yrs 8 mos
Blinder, Robinson & CO., INC.Broker
November 1986 - February 1989 · 2 yrs 3 mos
State Registrations27 states
AZCACODCFLIAILINKSMAMDMIMNMONCNHNJNMNVORPASCSDTXUTVAWA
AdvisorBrokerBoth

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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