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Christopher William Bertsch

Fisher Investments

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About Christopher William Bertsch

Christopher Bertsch is a registered investment advisor representative with Fisher Investments in CAMAS, Washington. Christopher Bertsch has been in the industry since November 2010 and has been registered with the state of Washington since December 2011 and Texas since October 2023. Christopher Bertsch holds the Series 65 license. Christopher Bertsch specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Fisher Investments provides financial planning and portfolio management services to a variety of client types including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations, and other businesses. Fisher Investments manages over $298 billion in assets.

Firm Information

Christopher Bertsch is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Bertsch’s Registration & Firm History

WA

12/14/2011 - Present

Fisher Investments (CAMAS WA)

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Licenses & Designations

IA

Issued 12/13/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher William Bertsch.
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