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, Series 66
Industry experience
18 years
Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C., holding Series 65 and Series 66 credentials and with 18 years of industry experience. He has been involved in investment and retirement-related firms since 1998 and co-founded Bertrand Retirement Solutions, where he also serves as CEO and insurance agent. Outside of finance, he is a member of Get-E-Up, L.L.C., a feed store, and proprietor of Blanchard Farmstay, L.L.C., a bed and breakfast. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by evaluating clients’ financial situations and recommending third-party managers. The firm operates on a referral and supervisory model without direct asset management, conducting ongoing performance monitoring and quarterly reviews.
$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, LLC
2023 - Present (3 years)
Investment Strategies, LLC
2009 - Present (17 years)
Bertrand Wealth Strategies, LLC
2009 - 2016 (7 years)
Bertrand Retirement Solutions, LLC
1998 - Present (28 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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