Berger Asset Management provides investment advice tailored to individual client needs. After consulting with clients to determine their financial goals, Berger Asset Management personally manages each account. Clients can restrict investments in certain securities or types of securities and choose their custodian or brokerage firm. Berger Asset Management manages client assets on a discretionary basis.
Assets Under Management$26M
Clients83
Advisors1
Avg. per Client$310K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Management fee is negotiable for accounts with more than $5,000,000 in assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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