Kayla Berceau is a CFP-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 1 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 763 clients with $850M 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is a blended schedule. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Contact
Kayla Berceau
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
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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
Birchwood Financial Partners, 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.
Exams
Additional Information
Kayla joined Birchwood as a client service specialist, where she enjoyed streamlining complicated processes for clients. She expanded on this experience by earning her CERTIFIED FINANCIAL PLANNER® certification. She is excited to work as a financial advisor alongside a reliable, collaborative team that cares deeply about its clients' well-being.