Gil Berman offers investment advice and financial planning services to individuals and families. He reviews client portfolios and provides recommendations on asset allocation, current investments, and proposed new investments. He also offers advice on cash flow, budgeting, debt management, retirement and college savings, retirement readiness, and insurance.
Assets Under Management$64M
Clients100
Advisors1
Avg. per Client$640K
Avg. per Advisor$64M
Fee Structure
Gil Berman does not charge a percentage-of-assets management fee. Clients pay an hourly rate of $450 per hour for all services. Some clients have a fixed-fee arrangement, paid quarterly.
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