Michelle Bertram
Michelle Bertram is a registered investment advisor at Bertram Financial Advisor Services, based in Mineral Point, WI, with 18 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee. May be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
229 High St, Mineral Point, WI, 53565
Get directionsHistory
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
Michelle is self-employed and owns an insurance services business since 1997. She spends more than half of her time on this business.
Employment History
Current Registrations
Bertram Financial Advisor Services
Previous Registrations
Horter Investment Management, LLC
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.