Berntson Porter Wealth Management identifies and recommends third-party investment managers to clients based on their individual needs and objectives. Berntson Porter Wealth Management does not manage client investment portfolios or provide investment supervisory services. Clients enter into an agreement directly with the third-party manager, who is responsible for all ongoing investment selection and portfolio construction. Berntson Porter Wealth Management reviews the services provided by the third-party and may recommend a different adviser in the future.
Assets Under ManagementN/A
ClientsN/A
Advisors18
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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