Berger Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They also provide services to retirement plans, acting as an investment manager responsible for selecting and monitoring the plan's investment options. Jamie Berger is the owner and Chief Compliance Officer.
Assets Under Management$55M
Clients237
Advisors1
Avg. per Client$230K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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