- Email Us
- Call Us: (510) 528-5820
Where to Begin
Contact us! Email us at info@northberkeleyinvestment.com or call us at (510) 528-5820. If someone suggested that you call us, tell us who it is – we love to thank our clients and community contacts for their referrals. Our team will set you up with an appointment to talk with one of our advisors over the telephone to begin discussing how we might work together. If we both think it makes sense, we then schedule a complimentary in-person meeting at our offices with an advisor.
In Preparation
Ahead of our in-person meeting, we'll send you some written materials about our firm. We may also ask you to send to us, in advance of the meeting, your most recent investment account statements. This will allow us to do some portfolio analysis on your current investments before we sit down with you. This helps our conversation focus on you.
We also welcome review of documentation on other aspects of your financial situation during that meeting, and will provide you with a list of relevant documents should you choose to gather and bring them to the meeting.
We conduct our business with you with a high degree of discretion and these early conversations as well as any that occur should you become a client of the firm are completely confidential.
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Not the Right Fit?
The minimum annual management fee at North Berkeley is $6,250, so it makes sense to have $500,000 of assets under management at North Berkeley in order to receive the best value at what we believe to be a competitive rate.
If you have a need that we can't meet, we will try to help you with referrals to qualified professionals in the area of expertise that you are looking for.
The First Meeting & Beyond
In our first meeting, we'll listen a lot to you talk about your needs, questions, and life goals. We'll ask questions and listen also to questions you have about your life picture that you want answered over the near and longer term. We'll talk more about how we work with our clients and the services we deliver.
After our first meeting, should you decide to move forward, we meet again to go over a formal agreement to work together so you understand the details of the schedule and scope of planning and investment work we will be doing next for you.
From there, every client's path differs a bit depending on client needs and desires. During the first several months of working together there are usually multiple meetings to go over planning and investments. The first year of working together we meet more frequently, usually, than in subsequent years. Typically we meet with our clients twice a year on their planning and investments, and also on an as-needed basis when time-sensitive issues emerge for clients. You will get to know several of us as we work together, and want you to know that you have an entire team of go-to folks working for you at North Berkeley.