Berla Investment Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
65
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$0
About
Berla Investment Consulting provides independent investment consulting to a small, select client base that includes employee benefit plans, foundations, endowments, corporate funds, insurance companies and high‑net‑worth individuals. Its consulting services center on asset‑allocation advice, development and monitoring of investment policy statements, performance measurement and the evaluation and oversight of investment managers.
The firm operates as a non‑discretionary consultant: it does not accept authority to manage client accounts or to vote client securities, and it avoids commission‑based or soft‑dollar arrangements and participation in wrap programs to preserve objectivity. Its recommendations are informed by analysis of financial statements, tax circumstances, manager reports and proposals, asset‑allocation modeling and performance attribution.
Distinctive aspects noted in the brochure include an explicit absence of portfolio management for individual clients and a fee model that does not rely on percentage‑of‑assets (AUM) charges, with fees negotiated and typically billed on a fixed or hourly basis in arrears. The firm is long‑established (founded in 1984), maintains CFA charterholders among its principals, and emphasizes manager selection and oversight rather than delegated trading or custody services.
Client services
Pension consulting
Selection of other advisers
Expertise
Wealth management
Occupation focus
Retired
Fee options
Fixed fees negotiated individually for consulting services.
Charged in limited cases; rates negotiated individually.
Fee-only: Typically fixed fees negotiated individually; in limited cases, hourly fees are charged, also negotiated individually.
Main office location
Berla Investment Consulting
Alamo CA, United States
Number of offices
1
Most active in
Berla Investment Consulting has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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