Berry Wealth Group offers wealth management solutions through personal contact and discretionary investment management. They create investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Berry Wealth Group also provides financial planning services, including investment planning, retirement planning, and education savings. They may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$240M
Clients352
Advisors2
Avg. per Client$690K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $30.0M | 0.75% |
| $30M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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