Jerrold Bergner
Jerrold Bergner is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Durham, NC, with 32 years of industry experience. Jerrold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 11,941 clients with $4.3B 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiable for accounts over $10,000,001. This schedule is for the LaSalle St. Asset Management Program (LAMP). LSIA also has a separate fee schedule for Managed Programs.
Fee Estimator
Location
5850 Fayetteville Rd, Ste 205, Durham, NC, 27713
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2015Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Jerrold works as a financial planner at Interaged Life & Financial Planning and sells/services insurance products through Integrated Life & Financial Planning, LLC. He also serves as a trustee and guardian for his brother.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Edward Jones
Edward JonesBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations4 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.