Berilium Technologies is an investment advisory firm providing investment management services exclusively through its website. Berilium constructs portfolios using ETFs, mutual funds, BDCs, interval funds, and tender offer funds. Berilium uses an algorithm to recommend portfolios based on client questionnaires, but clients can override the recommendation. Berilium offers Private Market and Alternative Income model portfolios. Berilium does not provide comprehensive financial planning, tax, accounting, or legal advice.
Assets Under Management$3.6M
Clients47
Advisors1
Avg. per Client$76K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard investment advisory fee. Sub-advisory services are offered at 0.65% per year.
Fee Estimator
Your Portfolio Value
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