Jamie Berger
Jamie Berger is a registered investment advisor at Berger Wealth Management, LLC, based in Naples, FL, with 18 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 237 clients with $55M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Location
5621 Strand Blvd,, Suite 305, Naples, FL, 34110
Get directionsHistory
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 ActivitiesSells Insurance
Jamie is an independent insurance agent selling insurance products since 2008. This activity requires a few hours per week.
Employment History
Current Registrations
Berger Wealth Management, LLC
Previous Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
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.