Bertram Financial Advisor Services offers financial planning and portfolio management services. For investment management, Bertram Financial refers clients to third-party money managers, acting as a liaison between the client and the manager. Bertram Financial gathers client information, reviews manager reports, and assists clients in understanding the services provided by the third-party manager.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee. May be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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