John Cameron
John Cameron is a registered investment advisor at Bfc Planning, INC., based in Toledo, OH, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
3230 Central Park West, Suite 202, Toledo, OH, 43617
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1995Other Business ActivitiesSells Insurance
John is the president of The Cameron Company, LLC, where he sells securities and insurance products. He also provides marketing support for fixed insurance through M&O Marketing and is an agent for Pacific Life Insurance Company, selling life insurance.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Continental Capital Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations10 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.