Barry Hertzberg is a PFS-designated registered investment advisor at Moller Wealth Partners, based in Northfield, IL, with 21 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 296 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Moller Wealth Partners may make other service and fee arrangements at their discretion.
Fee Estimator
Location
One Northfield Plaza, Suite 200, Northfield, IL, 60093-1211
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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 →Employment History
Current Registrations
Moller Wealth Partners
Previous Registrations
Sussex Financial Group, INC
Springside Partners LLC
Slsf Investment Services, L.L.C.
Fgmk, LLC
State Registrations1 state
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