Question 1

What services does Jay Brant Berger offer?

Accepted Answer

Jay Brant Berger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

Question 2

What are Jay Brant Berger's credentials?

Accepted Answer

Jay Brant Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Jay Brant Berger located?

Accepted Answer

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.

Question 4

How does Jay Brant Berger charge for services?

Accepted Answer

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.

Question 5

How large is INDEPENDENT WEALTH MANAGEMENT, LLC?

Accepted Answer

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.

Jay Brant Berger

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