William Berger is a registered investment advisor at Oakmont Wealth Advisory, LLC, based in Columbia, MD, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $94M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Minimum annual fee of $4,000. Fees may be negotiable.
Fee Estimator
Location
8840 Stanford Boulevard, Suite 4000, Columbia, MD, 21045
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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 Activities
William is the owner of White Oak Wealth Management, LLC, and has partial ownership of Oakmont Wealth Advisory, LLC, formed in 2016. He spends minimal time on these non-investment related activities.
Employment History
Current Registrations
White Oak Wealth Management
Previous Registrations
Hayden Royal
Biegel Waller Investment Advisory Services
State Registrations1 state
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