Bernard Wurts
Bernard Wurts is a CFP-designated registered investment advisor at Professional Financial Advisors, LLC, based in North Platte, NE, with 30 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,078 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Professional Financial Advisors (PFA) offers investment management services with fees based on a percentage of the assets managed.
For accounts in the Professional Financial Advisors Wrap Fee Program, the maximum annual fee is 1.60% of assets, but this fee is negotiable.
For mutual fund portfolios managed through American Funds, PFA charges:
- 0.75% annually on the first $999,999
- 0.50% annually on amounts over $1,000,000
For variable annuity portfolios, PFA charges up to 1.60% annually, and this fee is negotiable.
These fees are billed quarterly in arrears.
Location
1400 S Dewey St, Suite 300, North Platte, NE, 69101-5311
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Bernard is a licensed insurance agent since approximately 1994, selling a small number of term life insurance policies and offering long-term care, dedicating minimal time to this activity. He also instructs adult education classes on financial topics, spending minimal time on this as well.
Employment History
Current Registrations
Professional Financial Advisors, LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Professional Financial Advisors, LLC
Sunamerica Securities, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.