Christopher Sherer
Christopher Sherer is a registered investment advisor at Bfc Planning, INC., based in Stuart, FL, with 35 years of industry experience. Christopher 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
Stuart, FL
Get directionsHistory
Regulatory History (1)
Regulatory
January 1997Other Business Activities
Christopher owns a rental condo since 2002, spending minimal time on it. He is also an investment advisory representative, dedicating a few hours per week to this role.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Ffp Securities, INC.Broker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations4 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.