Bertrand Roberge is a PFS-designated registered investment advisor at Fia Services, INC., based in Navarre, FL, with 13 years of industry experience. Bertrand operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 6 clients with $800K 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 $100K | 1.95% |
| $100K - $200K | 1.49% |
| $200K - $300K | 1.39% |
| $300K - $400K | 1.29% |
| $400K - $500K | 1.19% |
| $500K - $600K | 1.09% |
| $600K - $2.0M | 0.99% |
| $2M+ | 0.89% |
Fees are negotiable.
Fee Estimator
Location
8668 Navarre Pkwy, Ste 112, Navarre, FL, 32566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Bertrand is the president of Accounting Solutions, providing tax and accounting services, taking about half of his time. He is also the president of Suncoast Commercial & Resident, a real estate brokerage, dedicating a few hours per week.
Employment History
Current Registrations
Fia Services, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
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