Lia Bertelson is a CFP-designated registered investment advisor at Together Planning, based in Gainesville, FL, with 9 years of industry experience. Lia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 187 clients with $180M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees charged by Independent Managers to manage a portion of your assets are separate from and in addition to our fees described above. The Independent Manager fee ranges from 0.15% - 0.25% and is typically paid quarterly in arrears. Depending on individual client circumstances, our advisory fee is negotiable at the sole discretion of management. In some instances, a flat annual fee may be appropriate and will be considered instead of a percentage fee.
Fee Estimator
Contact
Lia Bertelson
Location
2631 NW 41st Street, Suite E2, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Together Planning
State Registrations4 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
Additional Information
Lia’s background is in corporate banking with a large regional bank. During her banking career, she developed skills in analyzing financial statements and evaluating credit worthiness of a wide variety of companies. Her favorite things about that job were seeing how things are made by doing factory tours, and the fact that her colleagues brought their calculators to every meeting.