Berets Financial Services offers personalized financial planning and investment management. Services include financial goal determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Berets Financial Services is a fee-only firm and does not sell commissioned products or accept commissions.
Assets Under Management$1M
Clients17
Advisors1
Avg. per Client$59K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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