Jeffrey Berk
Jeffrey Berk is a registered investment advisor at Purple Mountain Investment Advisors LLC, based in Scottsdale, AZ, with 9 years of industry experience. Jeffrey 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, Investment Management, and 2 more. Their firm serves 15 clients with $2.5M 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 | 3.00% |
Fees are negotiable.
Fee Estimator
Location
Scottsdale, AZ
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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
Jeffrey is CEO and major stockholder in BOLT International Inc., a consulting firm for Pharma/Biotech companies, and MedPredict Market Research LLC, which produces primary research for the same industry. He receives a salary and pass-through income from these activities.
Employment History
Current Registrations
Purple Mountain Investment Advisors LLC
State Registrations1 state
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