Allen Berg
Allen Berg is a CFP-designated registered investment advisor at Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions, based in Cleveland, OH, with 11 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,635 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
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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 Activities
Allen serves as Treasurer and Adviser for the Juliana Greenfield Family Foundation, which is engaged in charitable medical research. He oversees contributions, assists with grants, and manages the portfolio, dedicating minimal time to this activity.
Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Previous Registrations
Waveland Family Office, LLC
Kovitz Investment Group Partners, LLC
North Star Investment Management Corporation
State Registrations1 state
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.