Allison Berger is a CFP-designated registered investment advisor at Financial Symmetry INC., based in Raleigh, NC, with 13 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 873 clients with $1.5B 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 | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Fees may be negotiable in unusual circumstances. Some clients are under legacy rates different than the current fee schedule.
Fee Estimator
Contact
Allison Berger
Location
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
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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
Financial Symmetry INC.
Previous Registrations
Financal Symmetry INC.
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.
Exams
Additional Information
Allison utilizes her10+ yearsof experience with Financial Symmetry working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings.