Berger Wealth Management is a registered investment advisor based in Naples, Florida, founded by Jamie Berger. The firm primarily provides investment management services for individuals, high-net-worth clients, trusts, estates, and business owners. Berger Wealth Management builds personalized portfolios based on each client's specific goals, risk tolerance, and time horizon using modern portfolio theory and cyclical market analysis. In addition to personal wealth management, Berger Wealth Management acts as an investment manager for federal retirement plan rules-governed retirement plans such as 401(k)s and pensions. The firm operates with a commitment to putting clients' interests first, though the founder also maintains a separate license to sell insurance products, which creates a potential conflict of interest that is mitigated through required disclosures.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Billed quarterly in advance.