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      Where entrepreneurial spirit runs rampant.
      General Info
      We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers.Our platform provides the capability to access a multitude of account options:Unified Managed Accounts (UMA): Diverse multi-asset portfolios in one account.Mutual Fund ETF Strategist Network: Over 100 mutual fund and ETF strategies available.Separately Managed Accounts (SMA): Industry leading managers with your choice of 2,000 separate strategies.Advisor as Portfolio Manager (APM): Portfolio management tools to streamline your business. Along with BerthelEDGE, we offer access to top-tier custodians such as:TD AmeritradeFidelity Clearing & Custody SolutionsCharles SchwabIWSBetween our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. With an edge this sharp, youll be able to cut through the competition in no time.
      Hours
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      Mon - Fri:
      Sat - SunClosed
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      Categories
      Investment Advisory Service, Financial Planning Consultants, Financial Services, Investment Securities, Investments, Stock & Bond Brokers
      Services/Products
        Estate PlanningMarket AnalysisCommodity Trading Consultants & AdvisorsWealth ManagementInvestment PlanningFinancial PlanningInvestment ServicesAsset & Portfolio ManagementCorporate FinanceRisk ManagementIRA RolloversTrading StrategiesPrivate BankingEducation Savings PlansBusiness Financial ServicesOnline TradingInvestment AdvisorsRetirement PlanningTax PlanningInvestment ManagementPhone TradingBrokerage ServicesFinancial Education WorkshopsFamily Financial PlanningAsset ManagementTechnical ResearchBondsInitial Public OfferingsMutual Funds
        Tax-Exempt BondsMunicipal SecuritiesRolloversCommodities & FuturesRoth Individual Retirement AccountsKeogh PlansTax-Deferred AnnuitiesTax-Sheltered AnnuitiesAnnuitiesMoney Market FundsTreasury Bills & NotesTax-Free InvestmentsMoney Market AccountsInvestmentsInternational SecuritiesIndividual Retirement AccountsFDIC Insured Certificates of DepositOptionsInsurance401(K) PlansMunicipal BondsSEP Individual Retirement AccountsTrust AccountsTax-Exempt SecuritiesStock OptionsGovernment SecuritiesStocksFixed Income Products
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      Berthel Fisher & Co

      Other Link

      http://berthel.com

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