Terren Berg
Terren Berg is a registered investment advisor at Berg Investment Planning, based in Berkeley, IL, with 18 years of industry experience. Terren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 112 clients with $42M 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 $500K | 0.25% |
| $500K - $1.0M | 0.22% |
| $1.0M - $3.0M | 0.16% |
| $3.0M - $10.0M | 0.09% |
| $10.0M - $20.0M | 0.03% |
| $20M+ | 0.03% |
Fees may be negotiable.
Fee Estimator
Location
Berkeley, IL
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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
Terren sells some insurance annuity products. This activity is investment-related.
Employment History
Current Registrations
Berg Investment Planning
State Registrations1 state
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