Michelle Berry
Advisor at Berry Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Berry Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Berry Wealth Group
Location
Granbury, TX 76048
Credentials
CFP®, Series 63
Industry experience
28 years
Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.
Based on Berry Wealth Group
$0 - $999,999: 1.15% annually $1,000,000 - $5,999,999: 1.00% annually $6,000,000 - $30,000,000: 0.75% annually $30,000,001+: Negotiable
Certain advisory persons licensed as insurance professionals may earn commissions from insurance product sales, separate and in addition to advisory fees.
Account minimum: $500,000 Fee-only: Fees are based on assets under management per tiered schedule; no other fee-only amounts specified.
920 Whitehead Dr.
Granbury, TX 76048
Texas
Berry Wealth Group, LP
2023 - Present (3 years)
Raymond James Financial
1998 - 2023 (25 years)
Raymond James Financial Services, Inc.
1997 - 2023 (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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