Berkeley Investment Advisors provides ongoing investment management services, selecting investments based on clients' needs and goals. They also offer advice on wealth management, including real estate investing. Berkeley Investment Advisors employs value investing principles and risk reduction techniques. Most clients participate in a wrap fee program with Goldman Sachs Advisor Solutions, while others use Interactive Brokers.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$750K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
If your account is at Goldman Sachs Advisor Solutions, you also pay 0.25% of assets annually for their transaction services, plus any administrative fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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