Berkeley, Inc
Boise, Idaho
Berkeley, Inc is a reputable investment advisory firm located in Boise, Idaho. With a single office, they provide exceptional investment advisory services, catering to a diverse clientele. The firm is comprised of a tight-knit team of four experienced professionals who possess in-depth knowledge of the financial industry. On average, each investment advisor at Berkeley, Inc manages approximately $71,820,000 in assets under management, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility an...
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Assets Under Mgmt

$287.29M

Investment Professionals

4

Locations

0

% 401K & Individual

20%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.