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Justin B. Berrie

Capital Counsel LLC

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About Justin B. Berrie

Justin B. Berrie is an investment advisor representative at Capital Counsel LLC. Justin B. Berrie is registered with the state of New York. Justin B. Berrie has been working in the financial services industry since August 2009. Capital Counsel LLC is an investment advisor that provides financial planning, portfolio management, and publication of periodicals services. The firm is headquartered in New York, NY and has been in business since 1989. Justin B. Berrie specializes in providing financial services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Justin B. Berrie has over 10 years of experience in the industry. Justin B. Berrie has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Justin Berrie is currently registered with Capital Counsel LLC. Capital Counsel LLC is an investment advisor headquartered in New York, NY. The firm provides financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Capital Counsel manages approximately $2.33 billion in assets for a diverse client base, including high net worth individuals, charitable organizations, and pooled investment vehicles.
Capital Counsel LLC

527 MADISON AVE., 19TH FLOOR

NEW YORK, NY 10022

$2.33B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Berrie’s Registration & Firm History

NY

09/07/2021 - Present

Capital Counsel LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin B. Berrie.
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