Berger Financial Group, LLC offers comprehensive wealth management, retirement and estate planning, income tax planning, and succession planning services to individuals, high net worth families, trusts, estates, and businesses. The firm builds proprietary investment strategies tailored to each client's specific goals, risk tolerance, and time horizon, utilizing stocks, bonds, mutual funds, exchange-traded funds, and options. Certain professionals at Berger Financial Group are Certified Public Accountants who provide tax preparation and planning, while others are licensed insurance agents. The firm also offers retirement plan consulting through an affiliate, Quorum Consulting Group. Client assets are primarily held with independent custodians such as Charles Schwab and Trade-PMR.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range from 0.25% to 2.25% annually and are determined on a case-by-case basis depending on asset complexity, anticipated assets, portfolio style, and other factors.