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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Camille Berger is a registered investment advisor representative with Cresset Asset Management, LLC. Erica has been in the industry since 2015 and holds the Series 65 license. Erica has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, and individuals other than high-net-worth clients. Cresset Asset Management, LLC specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
08/18/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IA
Issued 10/21/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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