Our business philosophy and services offered at Berkeley, Inc. grew out of a general dissatisfaction we felt with the way things were typically being 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.
As a “fee-only” advisor we do not sell products, receive commissions, payments, rebates, kickbacks, soft dollars, or other incentives. Our exclusive sources of revenue are the fees paid directly by clients. 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. We are also fiduciaries which means that we put clients' interests first.
We are a member of the National Association of Personal Financial Advisors (NAPFA). This is an association of about 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. Our exclusive sources of revenue are the fees paid directly by clients. 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. We are also fiduciaries which means that we put clients' interests first.
We are a member of the National Association of Personal Financial Advisors (NAPFA). This is an association of about 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
Telephone 208.853.6980 Toll Free 888.304.6980 Fax 208.853.6982 |
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