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Jay Brant Berger

INDEPENDENT WEALTH MANAGEMENT, LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
236 1/2 E. FRONT ST, TRAVERSE CITY, MI 49684CRD# 2433529Firm CRD# 124242
01

About

Jay Brant Berger is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with INDEPENDENT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INDEPENDENT WEALTH MANAGEMENT, LLC
INDEPENDENT WEALTH MANAGEMENT, LLC
AUM
$162M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INDEPENDENT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 2433529
Firm CRD# 124242
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Brant Berger offer?
Jay Brant Berger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are Jay Brant Berger's credentials?
Jay Brant Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Brant Berger located?
Jay Brant Berger is based in TRAVERSE CITY, Michigan, working with INDEPENDENT WEALTH MANAGEMENT, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does Jay Brant Berger charge for services?
Jay Brant Berger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees for assets managed by other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT WEALTH MANAGEMENT, LLC?
INDEPENDENT WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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