Howard Bertram
Howard Bertram is a CFP, ChFC-designated registered investment advisor at Wesbanco Securities, INC., based in Wheeling, WV, with 21 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
2207 National Rd, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Howard sells SMAs and asset allocation through the trust department, spending minimal time on this activity. He also sells life insurance and fixed annuities, dedicating nearly all of his time to this.
Employment History
Current Registrations
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations20 states
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