Advisor at FIA Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FIA Services, Inc.
Location
Navarre, FL 32566
Credentials
PFS™, Series 66
Industry experience
13 years
Bertrand Roberge is a financial advisor at FIA Services, Inc. with 13 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to founding FIA Services, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2012 to 2016. Outside of advisory work, he is president of Accounting Solutions & Automation, Inc., a tax preparation and accounting firm he has led since 2005, and also operates a real estate brokerage. FIA Services, Inc. provides investment management and financial planning to individuals, families, small businesses, trusts, corporate plans, and charitable organizations. The firm employs an asset-allocation approach using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with ongoing portfolio supervision and tax-efficient rebalancing.
$0 - $100,000: 1.95% $100,001 - $200,000: 1.49% $200,001 - $300,000: 1.39% $300,001 - $400,000: 1.29% $400,001 - $500,000: 1.19% $500,001 - $600,000: 1.09% $600,001 - $2,000,000: 0.99% Over $2,000,000+: 0.89%
Fee-only: Fees are negotiable, no minimum fees, charged monthly based on AUM tiers.
8668 Navarre Pkwy, Ste 112
Navarre, FL 32566
Florida
H.D. Vest Advisory Services
2012 - 2016 (4 years)
H.D. Vest Investment Services
2012 - 2016 (4 years)
Accounting Solutions & Automation, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Navarre, FL
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Aggregate Financial Services, Inc.
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