Erick Berge
Erick Berge is a registered investment advisor at Cerity Partners Retirement Plan Consultants, based in San Deigo, CA, with 38 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
600 W Broadway, San Deigo, CA, 92101
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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
Erick works as a residential mortgage loan originator and is also a landlord for a rental property, dedicating minimal time to each. Additionally, Erick is an independent insurance agent selling variable, life-only, and accident and health insurance contracts, spending a few hours per week on this activity.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Von Berge Wealth Management Group, LLC
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
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.