Warren Berger is a ChFC-designated registered investment advisor at Salem Advisory Group LLC, based in Wells, ME, with 43 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 319 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Salem Advisory Group manages investments for a fee based on the value of your portfolio. The fee is negotiable and generally falls within these ranges:
- $0 - $999,999: 0.1% to 1.50% per year
- $1,000,000 - $2,499,999: 0.1% to 1.25% per year
- $2,500,000+: 0.1% to 1.25% per year
The fees are calculated monthly and can be paid by direct account debit or client remittance. The client is responsible for any custodial and/or trading fees.
Location
1332 Post Road, Suite 2A, Wells, ME, 04090
Get directionsHistory
Regulatory History (1)
Regulatory
April 2018Employment History
Current Registrations
Salem Advisory Group LLC
Previous Registrations
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Park Avenue Securities LLCBroker
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Equity Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.