Broc Berge is a registered investment advisor at Johnson Wealth INC., based in Milwaukee, WI, with 3 years of industry experience. Broc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,412 clients with $10B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.
Fee Estimator
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
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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 Activities
Broc is a Vice President-Retirement Plan Services Advisor at Johnson Bank, an investment-related affiliate, since 2013. He is a full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
Metlife Securities INC.
State Registrations1 state
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.
Exams
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