Colby Berg is a CFP-designated registered investment advisor at Guardian Wealth Management, based in Salt Lake City, UT, with 10 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 131 clients with $170M 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 $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and can vary based on factors such as assets under management and complexity of the client's situation. Some clients are charged more than 0.75% on assets exceeding $1,000,000 and some clients are charged less than 0.75%.
Fee Estimator
Location
299 South Main Street, Suite 1300, Salt Lake City, UT, 84111
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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
Guardian Wealth Management
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Guardian Wealth Management
State Registrations1 state
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