Berkeley, Inc. offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Berkeley, Inc. is a fee-only firm, meaning they don't sell financial products or receive commissions. They manage investments but clients maintain control of their assets. Other professionals are engaged directly by the client as needed.
Assets Under Management$570M
Clients222
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$140M
www.berkeleyinc.com ·www.facebook.com/berkeleyincria ·www.linkedin.com/company/berkeley-inc-boise/about
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
The minimum annual fee is $2,500 and may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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