Von Berge Wealth Management Group, LLC

Von Berge Wealth Management Group, LLC is a financial advisory firm based in San Diego, CA, established in 2021. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as corporations and other business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Portfolio Management, which includes asset management, financial planning, and consulting services. Additionally, they provide Retirement Plan Consulting services to employer plan sponsors, assisting in establishing investment policy statements, evaluating investment options, asset allocation, and participant education. Von Berge Wealth Management Group, LLC manages $388,647,592 on a discretionary basis and $41,386,973 on a non-discretionary basis as of December 31, 2024. The maximum annual fee for Comprehensive Portfolio Management is 1.50%, while for Retirement Plan Consulting, it is 1.00%. Clients may incur transaction fees, but the firm does not receive a portion of these fees. The firm uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, qualitative analysis, quantitative analysis, and sector analysis. Investment strategies employed include asset allocation, fixed income, long-term purchases, options, and margin transactions. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. Von Berge Wealth Management Group, LLC does not accept proxy authority to vote client securities. The firm does not have custody of client assets and does not require prepayment of fees exceeding $1,200.