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Services & Costs

Services

We believe in developing expertly crafted, personally tailored strategies from a financial planning relationship is critical to giving proper financial advice.  We find the best way to achieve success is to understand exactly where you are and what you want to achieve in order to determine the best strategies to grow wealth and protecting against risks.  We believe that clients in an ongoing financial planning relationship are empowered to make better financial decisions, significantly improving their potential for success.

Costs

Financial Planning 

Investment Management 

Below is a list of our standard advisory fee schedule. 

Fees may vary in some circumstances and minimums may apply to some account types. Most commonly, accounts managed in certain types of trusts or by third party asset managers and in separately managed accounts. Please speak to your advisor and review all disclosures and proposal documents for a comprehensive illustration of fees.

Planning Fee Waiver For Advisory Assets

As the amount of assets we're managing for a client grows, we provide discounted planning fees so that costs remain reasonable.

$100k+ Assets – $2,500 annual planning fee

$250k+ Assets – $1,500 annual planning fee

$500k+ Assets – No annual planning fee for up to 2 goal-based topic

$1MM+ Assets – No annual planning fee

High Complexity Financial Planning not included, but may be discussed for assets being managed on a case by case basis. A financial planning agreement must be signed to receive financial planning services even if the service is being included at no cost. Assets must be in an advisory program and there must be a reasonable expectation that managed assets will stay above the minimum for 1 year. Advisory assets refers to money being managed with an annual fee in an advisory program. Certain limitations and exclusions may apply at the discretion of Bergenn Financial Group for certain account types or management styles with higher costs.

Investment Minimums

Although we don't have any strict investment minimums, we generally only accept new clients who are engaging in ongoing financial planning services, as we find that allows us to provide the most objective advice and investment management that is more collaborative in nature. 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@bergenn.com |  (860) 544-5729

CRN202206-265765