Gregory Berg is a CFA-designated registered investment advisor at Central Trust Bank, based in Jefferson City, MO, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Central Trust Bank charges an annual investment advisory fee based on a percentage of the market value of the assets they manage, ranging from 0.10% to 1.00%. The fee is negotiable based on factors such as the amount of assets, portfolio composition, and the complexity of the engagement. The fees are deducted monthly, in arrears, based on the average daily market value of the assets. The firm does not generally require an annual minimum fee or asset level for investment advisory services.
Location
111 East Miller Street, Jefferson City, MO, 65102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Central Trust Bank
Previous Registrations
Legacy Wealth Partners, LLC
Atwood & Palmer, INC.
State Registrations1 state
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