Joseph Bert
Joseph Bert is a CFP-designated registered investment advisor at Certified Advisory CORP, based in Altamonte Springs, FL, with 49 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,496 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee not to exceed 1.5%. Minimum quarterly fee of $250. Fees are negotiable. For automated investment advisory services through Betterment, the annual fee is an asset-based fee not to exceed 1.50%, shared between Certified Advisory Corp and Betterment.
Fee Estimator
Location
1111 Douglas Avenue, Altamonte Springs, FL, 32714
Get directionsHistory
Regulatory History (4)
Regulatory
January 1998Customer Dispute
October 1997Customer Dispute
February 1997Regulatory
October 1991Employment History
Current Registrations
Certified Advisory CORP
Previous Registrations
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
Cfg Securities CORP.Broker
Allen & Company of Florida, INC.Broker
Chubb Securities CorporationBroker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORPBroker
Mfi Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.