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. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
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.