Craig Fredrickson
Craig Fredrickson is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Bountiful, UT, with 23 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.
Fee Estimator
Location
533 W 2600 S, Suite 300, Bountiful, UT, 84010-7768
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Craig is the president of multiple companies, including a CPA firm, a property & casualty insurance business, and several tax service companies. He also participates in the Smartvestor & Market Genius program, advising Dave Ramsey listeners on retirement and investment objectives, dedicating about 10-20% of his time.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Capital CORP
First American National Securities, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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