Michael Berg is a registered investment advisor at Cmc Advisors, INC., based in Boca Raton, FL, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 271 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.30% |
| $15M+ | 0.20% |
Fees are negotiable at the discretion of CMC Advisors.
Fee Estimator
Location
433 Plaza Real, Suite 275, Boca Raton, FL, 33432
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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
Michael is an owner of CMC Interactive, LLC, a third-party pension plan administrator, dedicating about half of his time to sales and investment reviews. He is also an owner of TCR Development, LLC (software development & IT support) and SoleHub, LLC (e-commerce).
Employment History
Current Registrations
Cmc Advisors, INC.
State Registrations1 state
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