Charles Haddad
Charles Haddad is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Bloomfield Hills, MI, with 31 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
7 West Square Lake Road #120, Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
February 2010Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Charles is a registered representative with First of Birmingham LLC and an insurance agent for fixed insurance products. He also owns Preferquotes.com, which markets health insurance, and is involved in other activities including selling rare coins and participating in charitable organizations, dedicating minimal time to each.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Securities Service Network, INC.Broker
Ferris, Baker Watts, LLC
Ferris, Baker Watts IncorporatedBroker
Oppenheimer & CO. INC.Broker
First of Michigan CorporationBroker
State Registrations15 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.