Holger Berndt
Holger Berndt is a CFA-designated registered investment advisor at Rosenblum Silverman Sutton Sf INC, based in San Francisco, CA, with 2 years of industry experience. Holger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 159 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosenblum Silverman Sutton charges a percentage of the value of your investments each year. The exact percentage is determined on a case-by-case basis, but generally falls between 1.00% and 1.25%. This fee covers investment advice and quarterly reports. The firm has a minimum annual investment management fee of $5,000 per client relationship.
Location
1388 Sutter St Ste 725, San Francisco, CA, 94109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rosenblum Silverman Sutton Sf INC
State Registrations1 state
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