Bram
Berkowitz
Stephens
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About this Advisor
Bram Berkowitz is a financial advisor based in Portland, Maine, working with Stephens. Bram has previously held positions at Motley Fool, Warren Group, Gatehouse Media, Fleishman Hillard, and Stephens Inc. Bram has passed the Series 66 regulatory exam and is registered to provide services in Maine. Currently, Bram is part of Stephens, which operates out of Portland, Maine. The firm has 22 offices and 629 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Stephens includes asset-based, hourly, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$13,609,251,985
629
21,368
$636,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bram Berkowitz Work History
Stephens Inc
Motley Fool
Warren Group
Gatehouse Media
Fleishman Hillard
Disclosures
Please visit the SEC profile of Bram Berkowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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