Assets Under Management
$2.0B
Number of Clients
6,720
Number of Advisors
168
Average Client AUM
$302K
AUM per Advisor
$12.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
BFC Planning, Inc. offers financial planning and asset management services through Investment Adviser Representatives (IARs). Services include financial planning (full, limited, and as-needed consulting) and asset management through various platforms. IARs are independent contractors, and fees/services may vary. BFCP is owned by Berthel Fisher & Company.
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402