Berkeley, Inc

Berkeley, Inc

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3778 Plantation River Drive Suite 102

Boise, ID 83703

208-853-6980

berkeleyinc.com

No. advisers: 4

AUM: $236,450,000

Asset Breakdown

Staff
Employees 4
Clients
High-net-worth individuals 26-50%
Financial planning clients 51-100
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $236,450,000 816 $289,767
Non-discretionary 0 0 $0
Total $236,450,000 816 $289,767

Illinois governor pushes to replace flat tax

April 2, 2019 - Illinois Governor J.B. Pritzker is targeting the richest residents in a push to raise more revenue for his cash-strapped state. It may help that the billionaire Democrat would have to pay more taxes, too. Mr. Pritzker, an heir to the Hyatt Hotels fortune...

Democrats have a game plan for taxing the rich more

February 20, 2019 - As U.S. Democrats lay the foundation of their bid to unseat President Donald J. Trump in 2020, raising taxes on the rich is emerging as a central theme for a party being pulled to the left by its invigorated self-described progressive wing. Ideas include...

Warren proposes tax on assets of wealthiest Americans

January 25, 2019 - Democratic presidential hopeful Elizabeth Warren has proposed a wealth tax on Americans worth more than $50 million, a pitch aimed at satisfying the eagerness of progressive voters to confront income inequality. "The top 0.1% of American families —...

When it comes to paying taxes, the rich are different

January 25, 2019 - If Democrats want the wealthy to pay more into the U.S. Treasury, they'll need to contend with one fact: the rich are very good at dodging taxes. The top 0.1 percent have become expert in shifting and relabeling their income in response to tax incentives....

Survey of U.S. investors finds the rich are getting younger

January 23, 2019 - The rich are getting richer, and younger. A survey of U.S. investors with $25 million or more finds their average age dropped by 11 years since 2014, to 47. These fabulously rich Americans, whose ranks have more than doubled since the depths of the Great...

Why women make better advisers than men

January 15, 2019 - Recruiting and encouraging women advisers is the route to better returns for clients and a more favorable image for the advice business. That's the message delivered by Blair duQuesnay, an adviser at New York's Ritholtz Wealth Management, in an opinion...

The rich are betting they can buy their way to a longer life

April 20, 2018 - Money might not buy love, but it can buy better health. And, to live as long as possible, the world's wealthy are willing to pay up. Over the past few decades, the average person's lifespan has risen almost everywhere in the world. In China, the U.S....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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