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JB
CFP
JB
CFP

Joseph Bert

Certified Advisory CORP
50 Years of Experience
Altamonte Springs, FL
4 Disclosures
View SEC Summary
View SEC Summary

Joseph Bert is a CFP-designated registered investment advisor at Certified Advisory CORP, based in Altamonte Springs, FL, with 50 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,556 clients with $3B in assets under management.

Certified Advisory CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,556 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and subject to review. Subject to a $250 per quarter minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1111 Douglas Avenue, Altamonte Springs, FL, 32714

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1998
Final
Customer Dispute
October 1997
Award / Judgment
Customer Dispute
February 1997
Settled
Regulatory
October 1991
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Certified Advisory CORP
October 1991 - Present · 35 yrs
Previous Registrations
Maitland Securities, INC.Broker
October 2004 - April 2013 · 8 yrs 6 mos
Transam Securities, INC.Broker
August 1998 - April 2013 · 14 yrs 8 mos
Cfg Securities CORP.Broker
December 1982 - January 1999 · 16 yrs 1 mo
Allen & Company of Florida, INC.Broker
August 1982 - January 1985 · 2 yrs 5 mos
Chubb Securities CorporationBroker
September 1980 - August 1982 · 1 yr 11 mos
Uslife Equity Sales CORP.Broker
May 1979 - September 1980 · 1 yr 4 mos
Uslife Equity Sales CORPBroker
December 1977 - May 1979 · 1 yr 5 mos
Mfi Securities, INC.Broker
September 1976 - December 1977 · 1 yr 3 mos
State Registrations3 states
DEFLTX
Advisor

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
No exam information available for this advisor.
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