Andrew John Berg

CFP

15 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Homrich Berg

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

138 advisors

Number of Clients

4,237 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$18.6B

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.63%
$10M+	0.50%

Fees are negotiable. Legacy clients may pay different rates.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$12,500

Location

3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Andrew serves as a member of the manager for H&B Partners, LLC and Homrich Berg Partners, LLC, both investment-related businesses managing proprietary funds, dedicating minimal time to each. He is also a member of the general partner for 2008 Opportunity Partners, LLC, another investment-related business, also dedicating minimal time.