Andrew
Bertke

Biechele Royce Advisors, Inc

CRD#3143337
Investment Advisor
in Ft Mitchell, KY

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About this Advisor

Andrew Bertke is a personal financial specialist operating in Ft Mitchell, Kentucky with 6 years of relevant experience. Bertke is on the advisory team at Biechele Royce Advisors, Inc. Bertke has gained experience at Barnes Dennig and Bertke & Sparks Cpas Inc. Bertke is registered to serve investors in Kentucky. Biechele Royce Advisors, Inc is a business based in Fishers, IN. It has $599 million in assets under management across its 537 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 537 accounts, 29% are associated with high-net-worth clients who have more than $1 million in investable assets. Biechele Royce Advisors, Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice are based on which services are offered. However, fee types billed by Biechele Royce Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2617 Legends Way Suite 100
Ft Mitchell, KY 41017

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Biechele Royce Advisors, Inc Brokerage Details

Total Assets Under Management

$598,618,836

KY Average: $1,347,246,178
Total Number of Employees

8

KY Average: 46
Total Number of Accounts

537

KY Average: 1,775
Average Account Size

$1,114,746

KY Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Andrew Bertke Work History

Andrew has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Barnes Dennig

1995 - 2013 (18 years)

Bertke & Sparks Cpas 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 Andrew Bertke 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 Biechele Royce Advisors, Inc

Matthew Sanchez
Fishers, IN
Carlos Sanchez
Fishers, IN
Andrew Schuler
Fishers, IN
Rachel Rhiver
Fishers, IN
Joseph Milburn
Fishers, IN
Thomas Barrett
Fishers, IN
Stephen Allen
Lexington, KY
George Sparks
Fishers, IN

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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