The financial services industry has turned a blind eye to families and professionals who do not have six-figure investment accounts for their advisors to manage. At Berknell, we realize the value of having a partner alongside you no matter what stages of your financial journey that you’re in. To do this, we believe that our subscription service, Wealth Bridge™, is the answer.
Berknell Financial Group is proud to offer three tiers of a monthly subscription relationship tailored to the planning and investment needs of young professionals and families that are often overlooked.
Private Client Group
In this group, Berknell Financial Group is paid via a percentage of assets under management or an annual retainer based on net worth and complexity. We are not paid by commissions or referral fees. This allows us to give your Advice with You In Mind™ that will help bring your goals to life. No sales. No Products. No commissions.
We provide the most value to people in this group who have comprehensive planning, and investing needs along with a savings of $250,000. We develop deep relationships to with our clients to support them in their wealth design, preservation and transfer. Fees and services will be discussed in further detail on the introductory call.
Our comprehensive planning and portfolio management services look at all the following “pieces” to create a holistic plan.
- Cash flow and budgeting
- Retirement planning
- Risk analysis and insurance
- Real estate
- Estate planning
- Tax Planning
- Education planning
- Employee benefits