Tiffany Bergland
Tiffany Bergland is a CFP-designated registered investment advisor at Bergland Wealth Management, INC., based in Ridgeland, MS, with 18 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Medical Professionals, Retirement Planning, and 2 more. Their firm serves 60 clients with $87M 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 | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.10% |
Fees are negotiable. Bergland Wealth Management may provide Wealth Management Services on a fixed fee basis, starting at $10,000 annually ($2,500 each quarter), depending on the scope and complexity of the service and the assets to be managed.
Fee Estimator
Contact
Tiffany Bergland
Location
213 Draperton Drive, Suite B, Ridgeland, MS, 39157
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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
Bergland Wealth Management, INC.
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.
Exams
Additional Information
We are a family owned firm partnering with individuals as their CFO, in a Fee-Only, fiduciary, capacity since 1985. Please contact me if you are interested in discussing your goals, objectives, and dreams for your future.