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Michael Berg

Truist Advisory Services, INC.
25 Years of Experience
Leesburg, VA
1 DisclosureBroker
View SEC Summary
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Michael Berg is a registered investment advisor at Truist Advisory Services, INC., based in Leesburg, VA, with 25 years of industry experience. Michael 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 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1007 Edwards Ferry Rd, Ne, Leesburg, VA, 20176

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History

Regulatory History (1)
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Regulatory
September 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs 1 mo
Truist Investment Services, INC.
January 2012 - Present · 14 yrs 9 mos
Truist Investment Services, INC.Broker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.
January 2012 - December 2016 · 4 yrs 11 mos
Wells Fargo Advisors, LLC
September 2004 - January 2012 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
September 2004 - January 2012 · 7 yrs 4 mos
Suntrust Securities, INC.
July 2002 - September 2004 · 2 yrs 2 mos
Suntrust Securities, INC.Broker
January 2002 - September 2004 · 2 yrs 8 mos
Quick & Reilly, INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
State Registrations33 states
ALARAZCACOCTDCDEFLGAHIIAILMAMDMEMIMNNCNHNJNYOHORPASCSDTNTXVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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