John Bergmann is a CFP-designated registered investment advisor at J Robert Bergmann Advisors, LLC, based in Oakland Twp, MI, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.95% |
| $750K - $3.0M | 0.75% |
| $3M+ | 0.35% |
Minimum quarterly fee of $1,500. Certain legacy clients and family members may have different fee schedules and minimum fees.
Fee Estimator
Contact
John Bergmann
Location
Oakland Twp, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J Robert Bergmann Advisors, LLC
Previous Registrations
Prime Capital Investment Advisors, LLC
Liberty Wealth Advisors, LLC
State Registrations1 state
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