Gregory Berstler is a registered investment advisor at Blue Capital, based in Omaha, NE, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 439 clients with $210M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fee Estimator
Location
3814 Farnam Street, Suite 202, Omaha, NE, 68131
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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 ActivitiesSells Insurance
Gregory is the President and Owner of Berstler Enterprises, Inc. /DBA Berstler Group, where he focuses on fixed insurance and speaking engagements, dedicating full-time hours to this role.
Employment History
Current Registrations
Blue Capital
Previous Registrations
Capital Synergy PartnersBroker
Capital Synergy Partners
Raymond James Financial Services Advisors, INC
Financial West Group
Cps Financial & Insurance Services, INC.Broker
Financial West GroupBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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