North Berkeley Wealth Management offers financial planning and investment management services to individuals, families, business owners, and other entities. North Berkeley works with clients to understand their financial situation, goals, and risk tolerance to create a customized investment plan. The firm manages investments and provides advice on retirement, education, estate, and tax planning. North Berkeley does not act as a custodian of client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. If asset value is or becomes less than $1,000,000, North Berkeley requires a minimum quarterly fee of $2,500, which shall be effective beginning with the quarter in which Client assets under management are below $1,000,000. North Berkeley may have some Clients for whom this minimum is waived.