Michael Berger is a registered investment advisor at Optas, LLC, based in Dripping Springs, TX, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 156 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optas offers investment management services for a fee based on the amount of your portfolio. The fee will not exceed 1.5% annually. Optas also offers comprehensive portfolio management services for a fee based on the amount of your portfolio or for a fixed fee. This fee will not exceed an asset-based fee of 2.00% annually. Fees are billed quarterly in advance.
Location
15431 Fitzhugh Rd, Suite 203, Dripping Springs, TX, 78620
Get directionsHistory
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 →Employment History
Current Registrations
Optas, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Preferredtrade, INC.Broker
State Registrations2 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.