Bergland Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,995,118
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
59
36% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
Very HighAverage account size
$1,474,494
About
Bergland Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, trusts, and estates, and also advises related entities such as small businesses and charitable organizations. Services described in the brochure include cash flow and budget management, tax and risk planning, retirement and estate planning, special needs and education funding, and implementation of investment strategies.
The firm structures client relationships around written investment policy statements and tailored financial plans, delivering discretionary portfolio management that emphasizes strategic asset allocation with passively managed index funds as portfolio core. It operates on a fee-only basis under a fiduciary standard, uses independent custodians for client assets, and provides quarterly reviews and written reports to monitor objectives and trigger adjustments.
Notable differences from many peers include the publication of complimentary eNewsletters and the explicit servicing of charitable organizations (including foundations and endowments), both of which are relatively uncommon among independent advisers. The firm also highlights advanced professional credentials (CFP, AIF, MSPFP) and the selective use of sub‑advisers for certain mandates, while offering written plan deliverables and periodic plan updates.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
General retirement planning
Tax strategies for small businesses
Fee options
Fixed fees starting at $10,000 annually ($2,500 each quarter) depending on scope and complexity; negotiated and billed quarterly in advance
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.30% annually $10,000,001+: 0.10% annually
Minimum fee: Minimum quarterly fee of $2,500 Fee-only: Fee-Only; no commissions accepted
Main office location
Bergland Wealth Management, Inc.
213 Draperton Drive, Suite B
Ridgeland MS 39157, United States
Number of offices
2
Most active in
Bergland Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Louisiana · Mississippi · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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