Serge Berger is a registered investment advisor at Blue Marlin Advisors, LLC, based in Zurich, with 3 years of industry experience. Serge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $1,000. For options models, the fee is 3% annually with a $1,500 minimum.
Fee Estimator
Location
Zurich
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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.
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Serge is the CEO of Blue Oak Advisors LLC, a financial publishing firm that sends out investment and trading ideas via newsletter subscriptions. He dedicates about a quarter of his time to this business, performing investment research.
Employment History
Current Registrations
Blue Marlin Advisors, LLC
State Registrations4 states
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