When we say we're giving you an edge,
we mean it literally.
Here, entrepreneurial spirit runs rampant. That’s because our work is dedicated to empowering and supporting you while providing you the freedom to run your business. We give you all the resources you need to operate your business successfully. It’s that simple.

Advisory Services

As an advisor in today’s competitive environment, you need every advantage you can get over the competition. We’re relentlessly dedicated to you and your clients with unwavering support and diverse product offerings. You need an edge over your competitors, and we can provide that for you… literally.

BerthelEDGE Advisor Suite:

We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers.

Our platform provides the capability to access a multitude of account options:

  • Unified Managed Accounts (UMA): Diverse multi-asset portfolios in one account.
  • Mutual Fund ETF Strategist Network: Over 100 mutual fund and ETF strategies available.
  • Separately Managed Accounts (SMA): Industry leading managers with your choice of 2,000 separate strategies.
  • Advisor as Portfolio Manager (APM): Portfolio management tools to streamline your business.

 

Along with BerthelEDGE, we offer access to top-tier custodians such as:

  • TD Ameritrade
  • Fidelity Clearing & Custody Solutions
  • Charles Schwab
  • IWS

Between our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. With an edge this sharp, you’ll be able to cut through the competition in no time.