Berger Financial Group provides wealth management, financial planning, retirement and estate planning, income tax planning, and retirement plan consulting. Wealth management includes investing client assets in proprietary investment strategies. Financial planning includes cash flow analysis, college cost estimates, and estate tax strategies. Berger Financial acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$2.5B
Clients3,684
Advisors47
Avg. per Client$680K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Berger Financial Group manages investments for a fee based on the value of your portfolio. The specific percentage you pay will be in your client agreement, ranging from 0.25% to 2.25% annually. Fees are billed monthly or quarterly, either in advance or after the fact.
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Location
47 Advisors at this firm
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