BerganKDV Wealth Management Review


Trust Score 97%
Trust Score info_outline
Share

BerganKDV Wealth Management, federally registered in 2007, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 19 advisors. BerganKDV Wealth Management manages $1.4 billion and provides investment advisory services for 835 clients (1:44 advisor/client ratio).

The annualized fee for Investment Supervisory Services is charged as a percentage of Assets under Management, ranging from 1.25% to 0.25%. 

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 44 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annualized fee for Investment Supervisory Services is charged as a percentage of Assets under Management, ranging from 1.25% to 0.25%. 
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,675,420
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:44
Headquarters Bloomington, MN
SEC Filings Forms and Brochures


Questions & Answers



Get answers about BerganKDV Wealth Management


Ask a question question_answer


Feedback