Michael Berry is a CFP-designated registered investment advisor at Net Worth Advisory Group, LLC, based in Sandy, UT, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 862 clients with $840M 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 | 1.50% |
Most clients pay between 0.50% and 1.50% annually based on portfolio size and investment strategy. Subject to a $1,000 minimum annual fee.
Fee Estimator
Contact
Michael Berry
Location
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
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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
Net Worth Advisory Group, LLC
Previous Registrations
UBS Financial Services INC.
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.
Exams
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