Stuart Berg
Stuart Berg is a registered investment advisor at Primerica Advisors, based in E Patchogue, NY, with 25 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
475 East Main St, Ste 215, E Patchogue, NY, 11772
Get directionsHistory
Regulatory History (5)
Financial
January 2026Financial
December 2025Financial
January 2025Financial
December 2024Financial
July 2024Other Business Activities
Stuart sells investment-related products for companies affiliated with PFS Investments Inc. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and is involved with a non-profit, book royalties, The One Holding LLC (sports officiating, tax preparation, and tax resolution services), and Stu Bs Tax Resolutions.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.Broker
PFS Investments INC.Broker
State Registrations6 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.