Vanguard Advisers Inc
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About this Advisor
Lisa Roche-Berlage is a certified financial planner working in Charlotte, North Carolina, who has been in the industry for 15 years. Roche-Berlage works at Vanguard Advisers Inc. During their career, the advisor has held roles at Wipfli Hewins Investment Advisors, LLC, Lcv Wealth Management, LTD and The Vanguard Group, Inc. Roche-Berlage has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, North Carolina, Texas, Rhode Island, Arizona, Louisiana, Michigan, Montana, Nevada and Pennsylvania. Vanguard Advisers Inc is a business operating out of Charlotte, North Carolina. The firm has offices in three locations and a total of 878 people on staff. It oversees $151 billion in assets between its 661,667 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 583 charitable organizations. Of its 661,667 client accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. The business provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Vanguard Advisers Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Lisa Roche-Berlage Work History
Lisa has 15 years of experience.
The Vanguard Group, Inc
Wipfli Hewins Investment Advisors, LLC
Lcv Wealth Management, LTD
Lisa Roche-Berlage has no disclosures.
Please visit their SEC profile for more details.