Matthew Berger is a registered investment advisor at Crescent Lake Advisors, based in Southborough, MA, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
At the discretion of Crescent Lake Advisors, investment management services may only be available to Clients utilizing their Ongoing Comprehensive Financial Planning. They also offer services for accounts they don't directly manage for 0.25% of the value of those assets.
Fee Estimator
Location
Southborough, MA
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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.
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Matthew is employed by Bridge Investment Group as CFO of Bridge Logistics Properties, focusing on the Logistics Value Add Fund Manager business. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Crescent Lake Advisors
State Registrations1 state
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