Fraser Horn
Fraser Horn is a registered investment advisor at Bfc Planning, INC., based in Edwards, CO, with 39 years of industry experience. Fraser 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
97 Main Street W 103, Edwards, CO, 81632
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Fraser is involved in several outside business activities, including financial advisory roles, managing a condominium association, serving as a trustee for multiple trusts, and acting as an insurance agent. He also holds positions in organizations like the Eagle Valley Family Assistance Fund and the Edwards Rotary Club.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services
Continental Capital Investment Services, INC.Broker
Titan/value Equities Group, INC.Broker
Fortune & CompanyBroker
Wagner, Stott & CO.Broker
State Registrations26 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.