DB
Donald Bergis
from Authentikos Wealth Advisory LLC
Donald Bergis is a financial advisor based in California, Morgan Hill,
with 16 years of experience. Donald currently works for
Authentikos Wealth Advisory LLC.
Donald maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Donald Bergis works at Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory LLC is a financial advisory firm based in Morgan Hill, California. It currently has approximately $132,452,662 of assets under management and employs about 9 people. Authentikos Wealth Advisory LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
1295 East Dunne Avenue, Suite 215, Morgan Hill, California, 95037
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