Christina Silvius

BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.

Platforms include:

• Berthel Edge
• BFC Advisory program
• American Funds Direct F-2 Share Class Program
• Institutional RIA Platform
• Variable Annuity/Variable Life Sponsors
• Envestnet’s Managed Account Solutions
• Sub-Advisory Platforms
• Held Away Accounts