Amy Fracaro-Choate
Amy Fracaro-Choate is a registered investment advisor at Berger Financial Group, based in South Burlington, VT, with 39 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,684 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
Location
110 Kimball Avenue, Suite 240, South Burlington, VT, 05403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a registered representative with Purshe Kaplan Sterling Investments, a FINRA-registered broker-dealer. She also works as a broker selling life insurance and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial West Group
Financial West GroupBroker
Hornor, Townsend & Kent, INC.Broker
Uvest Investment ServicesBroker
Charter One Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Copeland Equities, INC.Broker
G. R. Phelps & CO., INC.Broker
MML Investors Services, INC.Broker
Resource Brokerage CORP.Broker
N. Robert Wagner & Assoc., INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.