Adam Melom
Adam Melom is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Bismarck, ND, with 6 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.
Fee Estimator
Location
212 N 2nd Street, Bismarck, ND, 58501
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
Adam works for Freedom Financial Group as an Investment Advisor Representative since 2020, dedicating full-time hours to financial planning. He also works for Freedom Financial Group selling long-term and life insurance, taking about half of his time.
Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
State Registrations19 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
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