BERG FAIRCLOTH INVESTMENT ADVISORS

Overview

Berg Faircloth Investment Advisors is an independent, owner-operated registered investment adviser focused on serving individual and family clients as well as smaller institutional accounts. The firm provides financial planning and portfolio management across individual, small business and institutional relationships, and it will also perform pension consulting work. Its fee model combines a percentage-of-assets-under-management approach with hourly billing, which suggests a mix of ongoing portfolio management engagements and stand‑alone advisory or planning projects. Investment activity is concentrated in pooled public funds and mutual funds, which make up the majority of assets under management. The firm operates almost entirely on a discretionary basis, indicating portfolio decisions are typically delegated to the adviser within agreed mandates. Berg Faircloth is not positioned as an ESG-focused allocator, and it does not identify as a multi-state adviser or a pension consultant in the strict regulatory sense.

Assets & Accounts

Investments & Alternatives

Location & Offices