John Berkley is a registered investment advisor at Uncommon Cents Investing, based in Janesville, WI, with 49 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 589 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uncommon Cents Investing charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your Investment Advisory Agreement. The fee is calculated on the value of your portfolio at the end of each month and is billed monthly. Fees may be negotiable based on the size of the account, complexity, or activity. Employees and their family members receive a reduced fee.
Location
1215 Suffolk Dr., Unit 100, Janesville, WI, 53546
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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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John is the President of John Berkley, Inc., which serves as a business entity for tax purposes and personal real estate holdings. He spends minimal time on this activity.
Employment History
Current Registrations
Uncommon Cents Investing
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Fpc Securities CorporationBroker
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.