Heinz Ickert
Heinz Ickert is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Columbus, OH, with 28 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
Columbus, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
February 2013Other Business Activities
Heinz is the owner of Heinz E. Ickert LLC, a forensic accounting and expert witness business, dedicating nearly full-time hours. He is also the owner of Ickert Financial Group LLC, spending about half his time as an investment representative and minimal time on business operations.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Continental Capital Investment Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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.