Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
09/07/2021 - Present
Capital Counsel LLC (NEW YORK NY)
Active
Inactive
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