About HOMRICH BERG
HOMRICH BERG is a leading financial firm that specializes in providing expert financial advice and services to clients. With a team of highly experienced financial experts and a proven track record of success, HOMRICH BERG is dedicated to helping their clients achieve financial stability and success.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s specific needs and goals.
- Offers a wide range of financial services to help clients manage and grow their wealth.
- Works as a trusted partner and advocate for clients, always looking out for their best interests.
- Utilizes cutting-edge technology and tools to provide the most up-to-date and effective financial strategies.
Facts and Insights
Founded in 1989, HOMRICH BERG has been in the business for over three decades, providing top-notch financial services to clients. With offices in multiple locations across the United States, the firm has a broad reach and is able to serve a diverse range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $7.5 billion |
|---|---|
| Number of Advisors | 45 |
| Time in Business | Over 30 years |
Financial Services Offered
- Portfolio Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning and Consulting
- Risk Management
- Investment Management
Client Types
- High-net-worth individuals
- Families
- Retirees
- Business Owners
- Institutions
Fees & Compensation
HOMRICH BERG is a fee-based firm that charges based on a percentage of assets under management. The firm believes in aligning their fees with their clients’ success, ensuring that they are always working towards their clients’ best interests. Clients can also choose to pay for services on a per-project basis or a flat retainer fee.
Background
HOMRICH BERG was founded by Steve Berg and Andy Berg, two experienced financial experts who saw a need for personalized and comprehensive financial planning services. Over the years, the firm has grown to become one of the most reputable and trusted financial firms in the country.
Financial Advisor Disclosures to Know
HOMRICH BERG is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is required to uphold the highest standard of ethical conduct and always act in the best interests of their clients.