We established Berkeley, Inc.’s business philosophy and developed the services provided from a general dissatisfaction with the way things are typically done in the financial services industry. Founded in 1996, our firm is a Registered Investment Advisor, registered with the Securities and Exchange Commission (SEC) and located in Boise, Idaho. Our experienced team includes four professional Financial Advisors (see Biographies), and full back office support.
We are a “fee-only,” advisor—we sell no products, receive no fees, rebates, kick-backs, soft dollars or other incentives. Our only source of revenue is the fee paid directly by you. This minimizes conflicts of interest. For example, when doing your planning it is determined that you need more life and/or disability insurance, we base this on logic and not by commissions paid for selling products.
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