Bart Bohrer
Bart Bohrer is a registered investment advisor at Calton & Associates, INC., based in Minot, ND, with 23 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
Minot, ND
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2020Customer Dispute
March 2020Customer Dispute
January 2020Customer Dispute
October 2019Customer Dispute
March 2019Other Business Activities
Bart owns a duplex, renting out one side and living in the other, since 2007. He spends minimal time on maintenance and rent collection.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
State Registrations1 state
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.
Exams
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