Advisor at Berson Money Management
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Firm
Berson Money Management
Location
Santa Rosa, CA
Credentials
Series 63, Series 65
Industry experience
17 years
Michele Berson is the sole advisor at Berson Money Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has led her independent firm since 2012, focusing on personalized investment management and financial planning. Berson Money Management serves primarily individual clients while also working with corporate and pension or profit-sharing plan sponsors. The firm offers tailored portfolios using a mix of fundamental and technical analysis, incorporates third-party sub-advisors, and provides specialized services such as pension consulting and employer plan sponsor support under ERISA fiduciary standards.
Based on Berson Money Management
Up to $10,000 flat fee for financial planning and consulting services
Maximum 1.75% annually for Asset Management and Comprehensive Portfolio Management services
Up to $350 per hour for financial planning and consulting services
Account minimum: $500,000
Santa Rosa, CA
California · Texas
Berson Money Management
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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