General Info

We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers.Our platform provides the capability to access a multitude of account options:Unified Managed Accounts (UMA): Diverse multi-asset portfolios in one account.Mutual Fund ETF Strategist Network: Over 100 mutual fund and ETF strategies available.Separately Managed Accounts (SMA): Industry leading managers with your choice of 2,000 separate strategies.Advisor as Portfolio Manager (APM): Portfolio management tools to streamline your business. Along with BerthelEDGE, we offer access to top-tier custodians such as:TD AmeritradeFidelity Clearing & Custody SolutionsCharles SchwabIWSBetween our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. With an edge this sharp, youll be able to cut through the competition in no time.