Berkeley Capital Management provides investment and portfolio management services. The firm uses a fundamental method of analysis to provide advice on various investments, including stocks, bonds, mutual funds, and exchange-traded funds. Advisory services are tailored to client needs, and clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$100M
Clients336
Advisors3
Avg. per Client$300K
Avg. per Advisor$33M
www.berkeleycapitalmanagement.com ·www.twitter.com/berkeley_rp ·www.facebook.com/berkeleycapitalmanagement
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.20% |
| $400K - $1000K | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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