Advisor at Blue Marlin Advisors, LLC
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
Blue Marlin Advisors, LLC
Location
West Palm Beach, FL 33411-6742
Credentials
Series 65
Industry experience
3 years
Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.
Based on Blue Marlin Advisors, LLC
Based on Blue Marlin Advisors, LLC
$0 - $100,000: Minimum annual fee of $1,000 applies; fee calculated at 1% AUM until minimum reached $100,000+: 1.0% annually for standard investment management accounts $0 - $50,000: Minimum annual fee of $1,500 applies for options model accounts; fee calculated at 3% AUM until minimum reached $50,000+: 3.0% annually for options model accounts
Minimum fee: $1,000 minimum annual fee for standard accounts; $1,500 minimum annual fee for options model accounts Fee-only: Ongoing Financial Planning: $400-$500 upfront plus $200-$350 monthly fee
2054 Vista Parkway, Ste 400
West Palm Beach, FL 33411-6742
Alabama · California · Florida · Texas
Blue Marlin Advisors, LLC
2022 - Present (4 years)
Blue Marlin Advisors, LLC
2019 - Present (7 years)
Blue Oak Advisors LLC
2011 - Present (15 years)
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