Products

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. We offer access to top-tier custodians:

• Fidelity Clearing and Custody Solutions
  
• IWS
• Charles Schwab

Between our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology.

We offer one of the broadest, most innovative product lines available, allowing you to buy and sell securities at your own direction. This includes:

• Stocks
• Bonds
• Mutual Funds
• Variable Annuities
• Variable Universal Life Insurance
• Fee-based Accounts 
• Unit Investment Trusts (UIT)
• Alternative Investments

Each client has a unique set of needs and goals for their future. We provide access to insurance solutions that allow you to build comprehensive plans to meet those goals. Our agency partners with insurance carriers and marketing organizations to provide advanced planning strategies, access to new market opportunities and a personalized approach for each client situation.

• Life
• Long-term Care
• Disability
• Fixed & Indexed Annuities