John Berg
John Berg is a registered investment advisor at Allspring Funds Management, LLC, based in Wauwatosa, WI, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
Wauwatosa, WI
Get directionsHistory
Regulatory History (1)
Criminal
December 2000Other Business Activities
John is a partner in B&B Investment Partners, LLC, assisting in the rehabilitation and management of real estate properties, dedicating about 10-20% of his time. He also owns and manages a unit in his duplex, spending minimal time on it.
Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Wells Fargo Funds Management, LLC
State Registrations52 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.