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Andrew Joseph Bertke

Biechele Royce Advisors, Inc.

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About Andrew Joseph Bertke

Andrew Bertke is an Investment Advisor Representative with Biechele Royce Advisors, Inc. and Barnes Dennig Private Wealth Management, LLC. Andrew Bertke is licensed in Kentucky, Ohio, and Indiana. Andrew Bertke is a Personal Financial Specialist. Andrew Bertke has been in the industry since January 2014. Andrew Bertke is also a Partner of a CPA firm, Barnes Dennig & Co. Andrew Bertke specializes in Portfolio Management for Individuals and Financial Planning.

Firm Information

Andrew Bertke is currently registered with Biechele Royce Advisors, Inc.. Biechele Royce Advisors, Inc. is an investment advisor based in FISHERS, IN with approximately $659,842,022 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Biechele Royce Advisors, Inc.

11634 MAPLE STREET, SUITE 300

FISHERS, IN 46038

$659.84M

Assets Under Management

679

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Bertke’s Registration & Firm History

KY

04/23/2024 - Present

Biechele Royce Advisors, Inc. (Crestview Hills KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joseph Bertke.
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