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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $105,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Berger Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carol C. Berger
CRD#: 5584068
1029 Peachtree Pkwy, Suite 272, Peachtree City, GA 30269
103
Wealthminder
score

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.

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Disclosure
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