Kevin Berger is a registered investment advisor at Berger Asset Management, INC., based in Turlock, CA, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 83 clients with $26M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Management fee is negotiable for accounts with more than $5,000,000 in assets.
Fee Estimator
Location
701 East Canal Drive, Turlock, CA, 95380
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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
Kevin is involved with several companies: R. Berger & Associates, Inc., All States Administrators, Inc. (employee benefit and retirement administration firms), Colonize Media, Inc. (a digital media distribution company), and KBCH Consultants, Inc. (a Third-Party Proposition Player services consultancy company). These activities are not investment-related.
Employment History
Current Registrations
Berger Asset Management, INC.
State Registrations1 state
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