Alan
Sabo
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Alan Sabo is a financial advisor operating out of Suwanee, Georgia with a total of 10 years of relevant experience. Sabo is currently employed by Berthel, Fisher & Company Financial Services, Inc. They have been with Berthel, Fisher & Company Financial Services, Inc for all of their career. Sabo maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Georgia. Berthel, Fisher & Company Financial Services, Inc is a registered investment business headquartered in Cedar Rapids, IA. The company has offices in 100 locations and a total of 100 financial advisors. It controls $396 million in assets under management between its 2,247 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,247 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Berthel, Fisher & Company Financial Services, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of financial services provided. Fee types charged by Berthel, Fisher & Company Financial Services, Inc most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$395,938,893
100
2,247
$176,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alan Sabo Work History
Alan has been registered as a financial advisor for 10 years.*
Berthel Fisher & Company Financial Services, Inc
*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 Alan Sabo 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
Suwanee, GA
Northbrook, IL
Sacramento, CA
Midvale, UT
Henderson, NV
Midvale, UT
Cedar Rapids, IA
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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