Michael
Bertash
Tocqueville Asset Management Lp
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About this Advisor
Michael Bertash is a financial advisor based in New York, New York, working with Tocqueville Asset Management Lp. Michael has previously held positions at Franklin Credit Management Corporation and Tocqueville Securities, L.P. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Tocqueville Asset Management Lp, which operates out of New York, New York. The firm has 1 office and 74 employees. The firm manages assets totaling $8.9 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Tocqueville Asset Management Lp includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tocqueville Asset Management Lp Brokerage Details
$8,867,921,379
74
2,389
$3,711,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Bertash Work History
Tocqueville Securities, L.P
Franklin Credit Management Corporation
Disclosures
Please visit the SEC profile of Michael Bertash 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 Tocqueville Asset Management Lp
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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