Kayla Berceau is a CFP-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 1 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 10 more. Their firm serves 763 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and billed quarterly in advance. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Contact
Kayla Berceau
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
Get directionsHistory
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 →Employment History
Current Registrations
Birchwood Financial Partners, INC.
State Registrations2 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
Additional Information
Kayla joined Birchwood as a client service specialist, where she enjoyed streamlining complicated processes for clients. She expanded on this experience by earning her CERTIFIED FINANCIAL PLANNER® certification. She is excited to work as a financial advisor alongside a reliable, collaborative team that cares deeply about its clients' well-being.
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