Michele Berson is a registered investment advisor at Berson Money Management, based in Santa Rosa, CA, with 16 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 46 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berson Money Management charges a maximum of 1.75% annually for asset management and comprehensive portfolio management services. The fee is calculated quarterly based on the value of your investments at the end of the previous quarter. The fee is negotiable. Berson Money Management may use sub-advisors, but the total fee will not exceed 1.75%.
Location
Santa Rosa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Berson Money Management
Previous Registrations
Churchill Management Group
State Registrations2 states
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