Founded in 1996, 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 exclusivesource 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.
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.