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 financial advisor based in Ft Mitchell, Kentucky, working with Biechele Royce Advisors, Inc. Andrew has previously held a position at Barnes Dennig and is registered to provide services in Kentucky and Ohio. Currently, Andrew is part of Biechele Royce Advisors, Inc, which operates out of Ft Mitchell, Kentucky. The firm has 8 employees and manages assets totaling $659.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Biechele Royce Advisors, Inc includes asset-based fees.

Certifications and Registrations

Personal Financial Specialist

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

$659,842,022

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

8

KY Average: 46
Total Number of Accounts

679

KY Average: 1,775
Average Account Size

$971,785

KY Average: $759,012

Investment Advisory Services

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

Andrew Bertke Work History

2014 - Present (11 years)

Barnes Dennig

Created with Highcharts 6.0.7

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

George Sparks
Fishers, IN
Andrew Bertke
Ft Mitchell, KY
Matthew Sanchez
Fishers, IN
Carlos Sanchez
Fishers, IN
Andrew Schuler
Fishers, IN
Monika Gupta
Huntington Beach, CA
Rachel Leahy
Fishers, IN
Thomas Barrett
Fishers, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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