Berkeley Capital Partners, Llc
Milton, Georgia
5.0
1 Review
Berkeley Capital Partners, LLC is a highly esteemed local investment advisory firm based out of Milton, GA. With 11 dedicated employees, 9 of whom specialize in providing comprehensive investment advisory services, they have built a reputation for excellence and expertise in the financial industry. With an impressive average of approximately $25,630,000 in assets under management per investment advisor, Berkeley Capital Partners, LLC demonstrates their ability to effectively handle substantial portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees...
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Assets Under Mgmt

$812.8M

Investment Professionals

9

Locations

4

% 401K & Individual

37%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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