Von Berge Wealth Management Group, LLC
Assets Under Management
$430.0M
Number of Clients
325
Number of Advisors
N/A
Average Client AUM
$1.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Von Berge Wealth Management Group offers comprehensive portfolio management and retirement plan consulting. They focus on understanding client financial situations, goals, and risk tolerance to create suitable investment approaches using various securities. The firm manages both discretionary and non-discretionary accounts.
Fee Structure
The maximum annual fee for Comprehensive Portfolio Management is 1.50%. The maximum annual fee for Retirement Plan Consulting is 1.00%. Fees are negotiable and billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $10,000. Clients also incur transaction fees charged by their custodian.
Areas of Practice
Location
600 West Broadway, Suite 2625, San Diego, CA, 92101