Serge Berger is a registered investment advisor at Blue Marlin Advisors, LLC, based in Wellington, FL, with 4 years of industry experience. Serge 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, High Net Worth, and 4 more. Their firm serves 19 clients with $5.7M 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 | 1.00% |
Standard investment management fee is a flat 1% with a $1,000 annual minimum fee. Options-based models charge a flat 3% with a $1,500 annual minimum fee.
Fee Estimator
Location
Wellington, FL
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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.
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Serge is the CEO of Blue Oak Advisors LLC, a financial publishing firm that sends out investment and trading ideas via newsletter subscriptions. He dedicates about a quarter of his time to this business, performing investment research.
Employment History
Current Registrations
Blue Marlin Advisors, LLC
State Registrations4 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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