Avi Berg is a registered investment advisor at Satovsky Asset Management LLC, based in New York, NY, with 4 years of industry experience. Avi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 212 clients with $840M 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 - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Related client accounts may be aggregated for fee calculation. Fees may be negotiable. Minimum quarterly fee of $2,500. SAM's TFIS through Betterment is provided for the same fee schedule above subject to platform limitations and is calculated based on the average daily portfolio value of Client assets managed by Betterment payable on the last business day of the quarter in arrears. Betterment remits payment to SAM on behalf of Client. Betterment services include custody, account opening, execution, technology, trading, automate rebalancing and asset location. For these services, SAM has negotiated a platform fee-based relationship which currently ranges between 0.12% to 0.20% annually. This Platform fee is a separate fee apart from SAM’s management fee charged for such TFIS assets under management and is debited to each Client account directly by Betterment based on the average daily portfolio value of Client assets.
Fee Estimator
Location
149 Spring Street, Floor 4, New York, NY, 10012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Avi is a council member of the Financial Accounting Standards Advisory Council, treasurer and board member of Park Hill Tenants (Co-op), and an outside advisor for Quantum Farma. He dedicates minimal time to each of these roles and receives no compensation.
Employment History
Current Registrations
Satovsky Asset Management LLC
State Registrations1 state
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