Berg Faircloth Investment Advisors

Berg Faircloth Investment Advisors is a firm established in January 1998, with Ricky Landon Faircloth as the principal owner. The firm offers Investment Supervisory Services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. Financial Planning services cover areas such as investment planning, tax concerns, and retirement planning, with fees ranging from $150 to $250 per hour. The firm's investment advice is limited to various types of securities, including mutual funds, equities, bonds, and real estate. Clients can impose restrictions on investments based on personal values. BFIA does not participate in wrap fee programs and has over $39 million in discretionary assets under management. Fees for Investment Supervisory Services are tiered based on assets under management, starting at 1.75% for the first $100,000. Financial Planning fees are due upon completion of the plan. Clients are responsible for third-party fees, and BFIA does not accept compensation for the sale of securities to clients. The firm does not engage in performance-based fees and serves individuals, high-net-worth individuals, and various entities with no minimum account size requirement. Investment strategies include fundamental and cyclical analysis, with a focus on long-term and short-term trading. BFIA does not have any material disciplinary disclosures, and management does not have relationships with issuers of securities.