A complete list of active advisors currently associated with Berkeley Advisors, Inc.

Warmer can help you find a great advisor at Berkeley Advisors, Inc. or one who fits your needs even better.

Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm oversees roughly $125 million for about 81 clients and, like many peers, delivers advice primarily through asset-based advisory relationships and tailored portfolio construction. The firm’s investment approach emphasizes diversified, Modern Portfolio Theory–based asset allocation implemented mainly with mutual funds and ETFs, supplemented as appropriate with individual equities, bonds, and derivative instruments such as options and futures. Accounts are generally managed on a discretionary basis and, when appropriate, clients may gain access to specialized strategies through separately managed account managers. Noteworthy distinctions include operating its own Wrap Fee Program as the program sponsor, which combines management and brokerage expenses into a single inclusive fee and is disclosed as creating potential incentives regarding trading and custodial transaction costs. The brochure also discloses the use of derivatives within the firm’s toolset and the possibility that separately managed accounts or third‑party managers may employ such instruments, and it offers fixed-dollar planning arrangements for clients with limited assets — practices that are less common among similarly structured supported firms.

To learn more about the advisors currently working at Berkeley Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.