Robert Meyer
Robert Meyer is a registered investment advisor at Bfc Planning, INC., based in Lakewood Ranch, FL, with 19 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B 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 | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Robert is an Executive Director at Investment Wealth Solutions involved in securities and real estate investment sales, dedicating about a quarter of his time to this. He also works as an insurance agent at Investment Wealth Solutions, spending minimal time selling long-term health care plans and life insurance.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Welton Street Investments LLCBroker
Omni Brokerage, INC.Broker
State Registrations11 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.
Exams
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