BERKELEY INVESTMENT

Our mission is to help clients achieve their retirement goals by advising them on how to manage risks while employing appropriate financial techniques to maximize retirement income... Berkeley Investment Advisors, founded in 2002, is a Fee only advisor which means we are paid based on the value of your assets that we manage - we do not earn commissions by selling financial products or excessively trading your account. Unlike stock brokers, our fees grow only when your assets grow. This eliminates conflicts of interest and insures that our incentives are aligned with your interests. In fact, the law says that registered investment advisors must act as fiduciaries for their clients - we are required to put client interests first. Stock brokers are not legally bound to this level of duty to their clients... At Berkeley Investment Advisors, our highest priority is satisfied customers. You are important to us and you can expect us to go the extra mile for your business. Superior customer..

Primary location: San Francisco United States