Menan Bergman
Menan Bergman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greeley, CO, with 10 years of industry experience. Menan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
3459 West 20th Street, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Criminal
January 1994Other Business Activities
Menan works as a financial advisor for Raymond James through the Bank of Colorado and Bank of Colorado Investment Services, dedicating about half of their time to each. Menan is also a co-owner of Bergman Land & Cattle Co./Berg's Bunkhouse LLC, a rental property, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations15 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.
Exams
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