Michael Frischmeyer is a registered investment advisor at Bfc Planning, INC., based in Fort Dodge, IA, with 49 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
1422 Central Ave., Fort Dodge, IA, 50501
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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 Activities
Michael is involved in several outside business activities, including serving on the board of directors for multiple non-profit organizations and as Vice President and Principal at Iowa Commodities, Ltd. He also acts as a Commodity Trading Advisor and Commodity Pool Operator, and is a General Partner in the Frischmeyer Family Limited Partnership.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Vacation Investors, INC.Broker
Broker Dealer Financial Services CORP.Broker
Dickinson & CO.Broker
Mcintosh & CO., INC.Broker
Securities Corporation of IowaBroker
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.