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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
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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