Paul Klinges is a registered investment advisor at Berger Financial Group, based in Portland, ME, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,684 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
Location
15 Monument Square, Suite 3E, Portland, ME, 04101
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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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Paul is an Investment Adviser Representative with Harvest Asset Group, LLC since May 2021, and is transitioning to Berger Financial Group. This activity is investment-related and not full-time during trading hours.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Harvest Asset Group, LLC
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.