Fraser
Horn

Berthel, Fisher & Company Financial Services, Inc

CRD#1533952
Investment Advisor
in Edwards, CO

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About this Advisor

Fraser Horn is a financial advisor working in Edwards, Colorado who has 17 years of relevant experience. Horn is currently employed by Berthel, Fisher & Company Financial Services, Inc. Over the course of their career, they have held roles at River House Condo Assn, Berthel Fisher & Company Fianancial Services, Inc, Fmh Investments, 1St & Main Investment Advisors and Bfc Planning, Inc. Horn maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Berthel, Fisher & Company Financial Services, Inc is a registered investment business operating out of Cedar Rapids, IA. The company has offices in 100 locations and a total of 100 advisors. It administers $396 million in assets under management across its 2,247 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,247 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in investable assets. Berthel, Fisher & Company Financial Services, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on the financial services provided. However, fee types charged by Berthel, Fisher & Company Financial Services, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

97 Main Street W 103
Edwards, CO 81632

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$395,938,893

CO Average: $9,259,360,772
Total Number of Employees

100

CO Average: 166
Total Number of Accounts

2,247

CO Average: 7,189
Average Account Size

$176,208

CO Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Fraser Horn Work History

Fraser has been registered as a financial advisor for 17 years.*

2016 - Present (8 years)

Bfc Planning, Inc

2005 - Present (19 years)

Berthel Fisher & Company Fianancial Services, Inc

1999 - 2015 (16 years)

1St & Main Investment Advisors

1993 - 2015 (22 years)

Fmh Investments

1991 - 2015 (24 years)

River House Condo Assn

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fraser Horn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berthel Fisher & Company Financial Services, Inc

Kerry Judd
Midvale, UT
Payton Boyea
Sacramento, CA
Gail Kaczmarowski
Northbrook, IL
Alan Sabo
Suwanee, GA
Bradford Williams
Midvale, UT
Rickey Tiedemann
Henderson, NV
Matthew Samek
Cedar Rapids, IA
Andrew Christofferson
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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