Timothy Burger is a CFA, CFP-designated registered investment advisor at Berkeley Capital Management, LLC, based in Ellsworth, KS, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 336 clients with $100M 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 $400K | 1.20% |
| $400K - $1000K | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1502 Aylward Ave, Ellsworth, KS, 67439
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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 →Employment History
Current Registrations
Berkeley Capital Management, LLC
Previous Registrations
Waddell & ReedBroker
Ivy Distributors, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.