Berg Investment Planning offers investment planning services to clients with varying levels of investment experience. Berg Investment Planning helps clients achieve their investment goals by reviewing their existing investments and suggesting other investments based on their financial goals and risk tolerance. Berg Investment Planning uses modern portfolio theory, fundamental analysis, and technical analysis to meet client's financial goals. Berg Investment Planning primarily works with former retail brokerage clients.
Assets Under Management$42M
Clients112
Advisors1
Avg. per Client$380K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.22% |
| $1.0M - $3.0M | 0.16% |
| $3.0M - $10.0M | 0.09% |
| $10.0M - $20.0M | 0.03% |
| $20M+ | 0.03% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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