J Berry
J Berry is a registered investment advisor at Berry Advisors Group, LLC, based in Doylestown, PA, with 55 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are based on the client’s total relationship managed by Matson Money, Inc.
Fee Estimator
Location
Doylestown, PA
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
J. Robert Berry is an insurance agent offering fixed annuities and traditional life insurance since 1985. This takes about a quarter of his time, including during trading hours.
Employment History
Current Registrations
Berry Advisors Group, LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
Basil Investment CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
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.