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Sarah Elise Berry

MCGEE WEALTH MANAGEMENT, INC.·PORTLAND, Oregon
Unclaimed Profile
12455 SW 68TH AVENUE, PORTLAND, OR 97223CRD# 4461648Firm CRD# 109847
01

About

Sarah Elise Berry is a registered financial advisor based in PORTLAND, Oregon, affiliated with MCGEE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MCGEE WEALTH MANAGEMENT, INC.
MCGEE WEALTH MANAGEMENT, INC.
AUM
$554M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MCGEE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
Regulatory
SEC/IARD CRD# 4461648
Firm CRD# 109847
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Elise Berry offer?
Sarah Elise Berry specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Sarah Elise Berry's credentials?
Sarah Elise Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elise Berry located?
Sarah Elise Berry is based in PORTLAND, Oregon, working with MCGEE WEALTH MANAGEMENT, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Sarah Elise Berry charge for services?
Sarah Elise Berry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCGEE WEALTH MANAGEMENT, INC.?
MCGEE WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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