Berkeley Capital Partners offers investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. Berkeley also offers retirement plan services to plan sponsors. Client accounts are managed based on each client’s particular goals and objectives and subject to any specific instructions, guidelines or restrictions provided by the client.
Assets Under Management$1B
Clients1,544
Advisors8
Avg. per Client$650K
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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