Charles Heil
Charles Heil is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 59 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
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is the president of Heil Packing Co, working on food items during the holidays for a minimal time commitment. He is also the organizer of Clayton Management & Research LLC and president of Sugar Creek Investment Advisory Group, an investment-related LLC that he fully owns, as well as doing business as CP Wealth Management.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Moloney Investment Advisory LLC
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
Smith Moore & CO.
Smith, Moore & CO.Broker
Rt Jones Capital Equities INC
R.T. Jones Capital Equities, INC.Broker
Capital Equities Management LLC
Huntleigh Securities CorporationBroker
The Heitner CorporationBroker
Mccourtney-Breckenridge & CompanyBroker
The Heitner CorporationBroker
State Registrations12 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.