Advisor at Bertrand Investment Strategies, L.L.C.
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Firm
Bertrand Investment Strategies, L.L.C.
Location
Oklahoma City, OK 73159
Credentials
Series 65
Industry experience
19 years
Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.
$0 - $1,000,000: Up to 2.00% maximum annual advisory fee (varies by portfolio type and split between Gradient Investments and BIS) $1,000,001 - $2,000,000: Up to 1.65% maximum annual advisory fee (varies by portfolio type and split) $2,000,001 - $3,000,000: Up to 1.20% maximum annual advisory fee (varies by portfolio type and split) Over $3,000,000+: Up to 0.95% maximum annual advisory fee (varies by portfolio type and split)
Minimum fee: For Client Directed Accounts, minimum quarterly fee billed is $25 Fee-only: Yes, fees are based on percentage of assets under management charged by Third Party Manager (Gradient Investments) with a portion retained by BIS; no commissions received by BIS.
9909 S. Pennsylvania Ave.
Oklahoma City, OK 73159
Oklahoma
Bertrand Investment Strategies, L.L.C.
2022 - Present (4 years)
Bertrand Investment Strategies, L.L.C.
2022 - 2023 (1 year)
Impact Partnership Wealth, LLC
2021 - 2023 (2 years)
Investment Strategies, LLC
2006 - 2021 (15 years)
Bertrand Longhorn & Equestrian, L.L.C.
2000 - Present (26 years)
Bertrand Retirement Solutions, LLC
2000 - Present (26 years)
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