Dino Berri
Dino Berri is a registered investment advisor at Foundations Investment Advisors LLC, based in Dearborn, MI, with 7 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
Dearborn, MI
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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 ActivitiesSells Insurance
Dino operates under two DBAs for his LPL business: Retirement Strategy Centers (since 2022) and Michigan First Wealth Management Group (since 2023), dedicating nearly full-time hours to these activities. Dino also engages in non-variable insurance activities since May 2024, spending a few hours per week on this.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Corecap Advisors
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Park Avenue Securities LLCBroker
Secure Asset Management, L.L.C.
Infinex Investments, INC.Broker
Infinex Investments, INC.
Citizens Securities, INC.Broker
Citizens Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities, INCBroker
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.