Berger Wealth Management, LLC
Berger Wealth Management, LLC (CRD# 161735) is a financial advisory firm headquartered in Peachtree City, GA. They manage $10,000,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$105,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Berger Wealth Management, LLC, is a fee-only financial planning firm located in Peachtree City, GA. The firm serves Atlanta and the surrounding counties.
Carol Berger, CFP®, is the sole owner and has been in the financial planning industry for 10 years. Carol offers a Wealth Management service as well as an Investment Management service. She works with individuals and couples - both traditional and non-traditional. Carol also provides investment management for trusts and non-profit organizations.
If you are looking for a large firm with fancy offices, then Berger Wealth Management isn't for you. But if you are looking for one-on-one, personalized service and a long-term relationship, then contact Carol for more information. Or visit her website to learn more and schedule an initial meeting.