Bergland Wealth Management works with clients to define financial objectives and develop strategies to reach them. They offer financial planning, which may include cash flow management, tax planning, risk exposure review, investment management, education funding, retirement planning, estate planning, charitable goals, and special needs planning. Bergland Wealth Management also provides discretionary investment management services.
Assets Under Management$87M
Clients60
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.10% |
Fees are negotiable. Bergland Wealth Management may provide Wealth Management Services on a fixed fee basis, starting at $10,000 annually ($2,500 each quarter), depending on the scope and complexity of the service and the assets to be managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
