P.A. Berg Retirement Solutions

Overview

P.A. Berg Retirement Solutions operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. Its client base primarily consists of individuals and families, reflecting a personalized approach to wealth management. The firm employs a fee structure that includes a percentage of assets under management, fixed fees, and other arrangements. While P.A. Berg Retirement Solutions does not actively pursue ESG investments, it does engage in the selection of other advisers as part of its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices