TrueAdvisor
TrueAdvisor

Berthel Fisher & Company Financial Services, INC.

View SEC Summary
View SEC Summary

Assets Under Management

$798.1M

Number of Clients

2,942

Number of Advisors

172

Average Client AUM

$271K

AUM per Advisor

$4.6M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Berthel Fisher & Company Financial Services, Inc. offers financial planning and asset management services through Investment Adviser Representatives (IARs). Services include financial planning, asset management through various platforms, and referrals to outside money managers. IARs are independent contractors, and fees/services may vary.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

172 Advisors at this firm

AM
Adam Joseph Melom
AW
Adin Cole Ward
AS
Alan Matthew Sabo
AS
Alexander Schaefer
AU
Allan Lee Ulrich
AC
Amanda Rae Cooney
AJ
Andrew Austin Johnson
AC
Andrew James Christofferson
AB
Anthony Edward Buford
AS
Arthur Douglas Salmon
AR
Arthur Thomas Roth
BG
Benjamin Jeschke Gilmore
BS
Bonita Hwang Schnurr
BW
Bradford Todd Williams
BH
Bret Alexander Hartman
BH
Brett David Heiniger
BC
Brian Eric Cantel
CW
Carl Eric Wallin
CS
Carrie Alexah Strongheart
CH
Chad Lee Hartman
Page 1 of 9
Berthel Fisher & Company Financial Services, Inc. | TrueAdvisor