Berlin Wealth Group Advisors offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. They may use various securities and mutual funds, redistributing allocations to diversify portfolios. Clients may receive financial planning services. They also offer pension consulting services to Qualified Plans and ERISA Section 3(21) non-discretionary fiduciary services.
Fee Structure
Berlin Wealth Group Advisors charges an annual management fee based on the value of your portfolio, paid monthly. The fee ranges up to 3% per year, depending on the investment strategy and the size of your account. These fees may be negotiable. Comprehensive financial planning is included at no additional charge for investment advisory clients.