By providing a combination of a full service financial firm with an online trading platform we are able to keep our transaction and account fees to a minimum.
Broker Assisted Trades: Commission fee's associated with advisor recommended stocks, bonds, and mutual funds will vary so these fees will be addressed before buying or selling these investments.
Fee Based Wrap Accounts $50,000 - $99,999 assets under management - 1.5% management fee $100,000 - $249,999 assets under management - 1.35% management fee $250,000 - $499,999 assets under management - 1.25% management fee $500,000 - $999,999 assets under management - 1.15% management fee $1,000,000 plus assets under management - 1.00% management fee
Transfers: Already own stocks, bonds, or mutual funds? These securities can be transferred to Berenz Wealth Management, LLC at no charge in most cases.Please be aware that your current firm might have charges on outgoing transfers and closing account fees.Please contact us for exact pricing for your specific situation.
All securities products & services are offered through brokersXpress, LLC, member FINRA/SIPC, a registered broker-dealer. Corporate office: 311 W Monroe St., Suite 1000, Chicago, IL, 60606 http://www.brokersxpress.com/, 888.280.7030. Online trading has inherent risks due to system response and access times that vary due to market conditions, system performance and other factors. Options involve substantial risk and are not suitable for all investors. Individuals should not enter into option transactions until they have read and understood the risk disclosure explained in "Characteristics and Risks of Standardized Options," published by the Options Clearing Corporation and available by calling 1-888-678-4667 or from Brian Berenz by calling 303-734-7123 Privacy policy is available upon request. (C) 2007, brokersXpress, LLC. Member FINRA/SIPC. All rights reserved.
Berenz Wealth Management, LLC 2 West Dry Creek Circle Suite #100 Littleton, CO 80120 Phone: 303-734-7123 Fax: 303-734-7129 Email: bberenz@brokersXpress.com
Services offered by Brian Berenz are available only in the following states: AL, CO, IA, TX, VT.Residents of any state not listed can receive these services only after such time that Brian Berenz becomes registered in that state. This website is not an advertisement of services available in any state other than those listed above.
Securities offered through: brokersXpress, LLC, member of FINRA/SIPC Corporate Office: 311 West Monroe, Suite 1000, Chicago, Illinois60606 a Registered Investment Advisor, www.brokersxpress.com, 880.280.7030
