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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Lakewood Ranch, FL
Get directionsHistory
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.