Founded in 1996 by Mike Ling, Berkeley, Inc. is a Registered Investment Advisor located in Boise, ID, registered with the Securities and Exchange Commission (SEC). We are a fee-only fiduciary. Our business philosophy and services offered grew out of a general dissatisfaction with the way things are typically done in the financial services industry.
As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. A fee-only advisor is not the same as a fee-based advisor. Our exclusive source of revenue is fees paid directly by clients, both financial planning and ongoing asset management. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products. As a fiduciary, we are legally obligated to put your interests first.
We are a member of the National Association of Personal Financial Advisors (NAPFA). This is an association of around 1,100 fee-only advisors across the country. This website is another great resource to find out more about what we do.
Berkeley, Inc is an Accredited Business with the Better Business Bureau (BBB). The BBB endeavors to create a community of trustworthy businesses, as does Berkeley, Inc, and to provide consumers with objective information on those businesses.
As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. A fee-only advisor is not the same as a fee-based advisor. Our exclusive source of revenue is fees paid directly by clients, both financial planning and ongoing asset management. This minimizes any conflicts of interest. For example, when working on a plan, if we determine the need for additional life and/or disability insurance, our recommendation stems from logical analysis, not as a result of commissions paid to sell products. As a fiduciary, we are legally obligated to put your interests first.
We are a member of the National Association of Personal Financial Advisors (NAPFA). This is an association of around 1,100 fee-only advisors across the country. This website is another great resource to find out more about what we do.
Berkeley, Inc is an Accredited Business with the Better Business Bureau (BBB). The BBB endeavors to create a community of trustworthy businesses, as does Berkeley, Inc, and to provide consumers with objective information on those businesses.
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3778 Plantation River Drive Suite 102, Boise, ID 83703 | Phone 208-853-6980