Kristy Berger
Kristy Berger is a registered investment advisor at Aurora Private Wealth, INC., based in Wichita, KS, with 18 years of industry experience. Kristy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
8100 E. 22nd, N Bldg. 100-8, Wichita, KS, 67226
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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
Kristy is a sole proprietor of a Registered Investment Advisor (RIA) and handles all management duties, financial planning, and investment management full-time. She is also an independent insurance agent selling life and health insurance, and a partner with her husband in a farm/livestock operation, dedicating a few hours per week to this.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Planned Professional Advisory
National Planning CorporationBroker
Main Street Securities, LLCBroker
Pim Financial Services, INC.Broker
State Registrations12 states
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