Gabriel Chase is a registered investment advisor at Berger Financial Group, based in Radnor, PA, with 4 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,684 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
Location
150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087
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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 →Other Business ActivitiesSells Insurance
Gabriel is an Investment Advisor Representative at McAdam LLC since 2020, dedicating full-time hours to investment-related activities. He also engages in fixed insurance sales through McAdam Institutional Brokerage, spending a few hours per week.
Employment History
Current Registrations
Berger Financial Group
Previous Registrations
Mcadam LLC
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.