Theodore Bertke
Theodore Bertke is a ChFC-designated registered investment advisor at Capital Analysts, based in Maria Stein, OH, with 33 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
7990 State Rt. 119, Maria Stein, OH, 45860
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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 ActivitiesSells Insurance
Theodore owns farmland, serves on the Board of Health and as a board member for Mercer Health, and volunteers as a CASA advocate. He also works as an insurance producer for Leugers Insurance Agency, prepares personal income tax returns, is treasurer for the Lake Improvement Association, and is president of the Marion Community Development Organization; the insurance work takes about a quarter of Theodore's time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
State Registrations1 state
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