Berg Faircloth Investment Advisors offers portfolio management based on individual client goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. Berg Faircloth limits its advice to mutual funds, stocks, bonds, ETFs, real estate, REITs, insurance products, and government securities.
Assets Under Management$40M
Clients123
Advisors3
Avg. per Client$320K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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