Stuart Berg
Stuart Berg is a registered investment advisor at Primerica Advisors, based in E Patchogue, NY, with 25 years of industry experience. Stuart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
475 East Main St, Ste 215, E Patchogue, NY, 11772
Get directionsHistory
Regulatory History (10)
Financial
August 2026Financial
July 2026Financial
June 2026Financial
May 2026Financial
May 2026Financial
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.