Berson Money Management offers investment advisory services including asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. The firm also provides retirement plan consulting services to employer plan sponsors. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, and mutual funds. Berson Money Management may use sub-advisory services from third-party investment advisory firms.
Fee Structure
Berson Money Management charges a maximum of 1.75% annually for asset management and comprehensive portfolio management services. The fee is calculated quarterly based on the value of your investments at the end of the previous quarter. The fee is negotiable. Berson Money Management may use sub-advisors, but the total fee will not exceed 1.75%.