Alan Bergin is a CFA-designated registered investment advisor at Feg, based in Dallas, TX, with 19 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 214 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees range from 0.01% to 1.15% depending on the service line and asset value, and are subject to minimum fees and negotiation. For managed portfolios with an independent intermediary, the fee is 0.30%. For managed portfolios with the firm as advisor, fees range from 0.55% to 1.15%.
Fee Estimator
Location
3500 Oak Lawn Ave, Suite 240, Dallas, TX, 75219
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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
Feg
Previous Registrations
Larry Thompson & Associates, INC.
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.
Exams
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