How does the advisor help clients – Key Takeaways:
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a leading financial firm that offers a wide range of services to its clients. While acting as a financial expert, the company aims to provide sound financial advice and guidance to its clients in order to help them achieve their financial goals. It does so by leveraging its experienced advisors and proven strategies that are tailored to each client’s specific needs.
The following are some key takeaways on how BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. helps its clients:
- Provides sound financial advice and guidance
- Uses experienced advisors and proven strategies
- Tailors solutions to each client’s specific needs
- Aims to help clients achieve their financial goals
Facts and Insights
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a full-service financial firm that offers a wide range of financial services to its clients. With a track record of success and a team of knowledgeable advisors, the company is well-equipped to help clients navigate the complexities of the financial world.
Some key facts and insights about BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. include:
- Founded in 1985
- Headquartered in Minneapolis, Minnesota
- Registered with the United States Securities and Exchange Commission (SEC)
- Currently manages over $1 billion in assets under management
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 30+ | Over 35 years |
Financial Services Offered
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to both individual and institutional clients. These services include:
- Investment management and advisory services
- Estate planning and wealth transfer strategies
- Retirement planning and income strategies
- Tax planning and management
- Budgeting and cash flow analysis
- Insurance planning and management
- Social security planning
Client Types
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. serves a diverse range of clients including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Retirees and pre-retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a fee-based financial firm, meaning that the company’s primary source of revenue comes from fees paid by its clients. This removes any conflicts of interest as the company is not motivated to sell specific financial products in order to earn commissions. The specific fees and compensation structure may vary depending on the services provided and the client’s individual needs.
Background
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. was founded in 1985 by John Berthel and Larry Fisher. With over 35 years in business, the company has built a strong reputation for delivering exceptional financial services to its clients. Today, the company is led by CEO and President, Thomas W. Berry, and has expanded to include a team of over 30 experienced advisors.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential disclosures or conflicts of interest with their advisor. Some relevant disclosures for BERT