Carrie Strongheart is a registered investment advisor at Bfc Planning, INC., based in Chase, MI, with 38 years of industry experience. Carrie 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
Chase, MI
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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 Activities
Carrie is the president of Strongheart Financial, focusing on budgeting, cash management, and retirement needs analysis, dedicating about 10% of her time. She also receives book royalties from Taylor & Francis Group, LLC, but spends no time on this activity.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Isc Advisors, INC.
Institutional Securities CorporationBroker
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Lasalle St Securities, L.L.C.Broker
Strongheart Financial
Eisner Securities, INC.Broker
Walnut Street Securities, INC.Broker
American Capital Equities, INC.Broker
State Registrations7 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.