William Brian Berlin
Investment Adviser Representative at BPS WEALTH ADVISORS, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.75% |
| Next $500,000 | 0.50% |
| Excess of $1,500,000 | 0.25% |
BPS Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at BPS WEALTH ADVISORS, INC.
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