Marcus Berger
Marcus Berger is a ChFC-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 52 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
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
Marcus owns rental property and is the president and owner of MKB Associates Inc., managing securities, insurance, annuities, and alternative products, taking about a quarter of his time. He is also an independent insurance agent selling fixed insurance products full-time.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Aegis Capital CORP.Broker
Seco West LimitedBroker
Woodmere Securities, INC.Broker
Bache & CO IncorporatedBroker
State Registrations3 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.