Robert Berger is a registered investment advisor at Founder Family Financial, LLC, based in Austin, TX, with 14 years of industry experience. Robert 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 1 more. Their firm serves 123 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
The advisory fee is negotiable, depending on individual client circumstances. In limited circumstances, they may charge performance-based fees.
Fee Estimator
Location
5524 Bee Caves Rd, Bldg A1, Austin, TX, 78746
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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 →Other Business Activities
Robert is the treasurer and incoming president of the YMCA, overseeing its financial health. He also manages several LLCs related to construction, transportation equipment leasing, residential rental property, and real estate holdings, dedicating minimal time to each.
Employment History
Current Registrations
Founder Family Financial, LLC
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
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.