Services & Costs
Services & Costs
We believe in developing expertly crafted, personally tailored strategies from a financial planning relationship before anything else. While building wealth and protecting against risks is important, we find the best way to find success is to understand exactly where you are and what you want to achieve in order to determine the best decisions to get you there. We think everyone that goes through the planning process is empowered to make better financial decisions, significantly improving their potential for success.
Costs
Financial Planning Costs
Advisory Services (Asset Management)
Below is a list of our standard advisory fee schedule. Fees may vary in some circumstances and minimums may apply.
Investment Minimums
Although we don't have any strict investment minimums, we generally require total fees of at least $250/month from each client to cover our operating expenses of providing planning and advisory services. With some acceptions, we generally only accept new clients who are engaging in financial planning services, as we find that allows us to provide the most beneficial and objective advice.
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