Berry Wealth Group provides tailored wealth management solutions, combining personalized investment management and comprehensive financial planning for individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Berry Wealth Group builds customized portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, operating on both discretionary and non-discretionary bases. The firm follows a long-term investment strategy anchored in fundamental and technical analysis, while also offering guidance on retirement planning, personal savings, education savings, and insurance needs. Berry Wealth Group generally requires a minimum relationship size of $500,000 to implement its investment process effectively.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $30.0M | 0.75% |
| $30M+ | 0.75% |
Fees for accounts over $30,000,000 are negotiable at the sole discretion of the firm.