Advisor at Berthel, Fisher & Company Financial 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
Berthel, Fisher & Company Financial Services, Inc.
Location
Galesburg, IL 61401
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Fixed fees for financial planning services generally range from $100 to $15,000; also flat annual fees for ongoing planning services.
up to 2.5% annually (negotiable, varies by IAR and platform)
Commissions may be charged if investments are implemented through affiliated broker-dealer; commissions include mutual fund expenses, variable annuities, surrender charges, etc.
Hourly fees for financial planning and consulting services range from $150 to $400 per hour depending on the IAR.
Account minimum: $25,000 minimum (may be waived under certain circumstances) Fee-only: Financial planning fees can be hourly ($150 to $400 per hour) or fixed fees ($100 to $15,000), flat annual fees for ongoing services.
Berthel, Fisher & Company Financial Services, Inc.
2003 - Present (23 years)
Bailey Financial Group, Inc.
1999 - Present (27 years)
Insurance Advisers Agency, Inc.
1989 - Present (37 years)
Bailey Financial Group, Inc.
1989 - Present (37 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
CFP®, ChFC®, Series 63, Series 65
Galesburg, IL
Edward Jones
Series 66
Galesburg, IL
Edward Jones
Series 66
Galesburg, IL
Edward Jones
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Galesburg, IL
CG Advisory Services
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