Beverly Bertram
Beverly Bertram is a registered investment advisor at Bertram Financial Advisor Services, based in Mineral Point, WI, with 17 years of industry experience. Beverly 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
Beverly is self-employed under the name Bertram Financial Group, offering insurance services as an insurance agent since 1992. This activity takes up more than half of Beverly's time.
Employment History
Current Registrations
Bertram Financial Advisor Services
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.