Berkeley Advisors provides financial planning and portfolio management services. Financial planning covers retirement, tax, education, charitable giving, estate planning, and cash flow. Investment portfolios are customized to each client's risk tolerance and financial goals. Berkeley Advisors manages portfolios on a discretionary basis, meaning they can make trades without asking you first. They offer a wrap fee program where fees and brokerage expenses are combined into one fee.
Fee Structure
Berkeley Advisors manages investments through a wrap fee program. The annual fee, which includes both management and brokerage costs, is individually negotiated and ranges from 0.35% to 1.00% of your portfolio. Some smaller clients may or may not be charged a fee. Fees are billed at the beginning of each month or quarter based on the prior month's or quarter's average daily balance.