Alan Bergin is a CFA-designated registered investment advisor at Feg, based in Dallas, TX, with 19 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 188 clients with $21B in assets under management.
Compensation
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Fee Structure
FEG Investment Advisors offers investment management through its Outsourced Chief Investment Officer (OCIO) and Managed Portfolios services.
For Managed Portfolios clients using an independent financial intermediary, the management fee is 0.30% of the value of the investments. Clients using FEG as their advisor pay fees ranging from 1.15% to 0.55% of the value of the investments, including platform fees.
Fees for OCIO services range from 0.40% to 0.01% of the value of the investment assets and are subject to a minimum fee. Certain clients may engage in a flat fee arrangement.
Location
3500 Oak Lawn Ave, Suite 240, Dallas, TX, 75219
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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
Feg
Previous Registrations
Larry Thompson & Associates, INC.
State Registrations2 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.