Berkeley Advisors, Inc.
9 LENOX POINTE, N.E., SUITE B, Atlanta, Georgia 30324-7412
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Fees are individually negotiated with each client and range from 0.35% to 1.00% per annum. Factors considered in determining the fee include, without limitation, the value of the client’s assets under manag
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.