Christopher Berry
Christopher Berry is a registered investment advisor at Castle Wealth Group Investments LLC, based in Brighton, MI, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 96 clients with $62M 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 | 1.20% |
For accounts managed through Triad Wealth Partners, the 1.2% annual fee may be negotiable.
Fee Estimator
Location
8273 Grand River Avenue, Suite 220, Brighton, MI, 48114
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
Christopher works as an insurance agent for Castle Wealth Group, dedicating about a quarter of his time to insurance sales and services. He also works as an attorney for Berry Law DBA Castle Wealth Group Legal, spending nearly full-time hours offering legal services.
Employment History
Current Registrations
Castle Wealth Group Investments LLC
Previous Registrations
Ae Wealth Management, LLC
Prosperity Capital Advisors
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.