Berthel Fisher & Company Financial Services, INC.
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
BFCFS 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
Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402