J Robert Bergmann Advisors, LLC (JRBA) offers financial planning and investment management services to individuals and high-net-worth individuals. JRBA develops personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. JRBA also offers tax return preparation services. Clients can impose reasonable restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.95% |
| $750K - $3.0M | 0.75% |
| $3M+ | 0.35% |
Minimum quarterly fee of $1,500. Certain legacy clients and family members may have different fee schedules and minimum fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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