Lia Bertelson is a CFP-designated registered investment advisor at Together Planning, based in Roswell, GA, with 10 years of industry experience. Lia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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 are negotiable at the discretion of management. Family account values may be combined for breakpoint discounts.
Fee Estimator
Contact
Lia Bertelson
Location
599 West Crossville Road, Suite 112, Roswell, GA, 30075
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 →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.
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