Jerry Koebel
Jerry Koebel is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Summerville, SC, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
305 Old Trolley Road, Summerville, SC, 29485
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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
Jerry is a registered representative with Koebel Investment & Financial Services, providing investment, insurance, tax, retirement, estate, and financial planning, which takes nearly full-time. He also rents office space to a CPA and an attorney.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations20 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.