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BERNARD WEALTH MANAGEMENT CORP.
360 N. Main St.
Suite 430
Royal Oak, Michigan 48067
Tel: 248-556-2900
About BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP, formally registered with the SEC as BERNARD WEALTH MANAGEMENT CORP. The firm was established in 07/24/2020. They have over 2 offices throughout the country.
BERNARD WEALTH MANAGEMENT CORP. is a Royal Oak, Michigan based Financial Planning firm with nearly $158,861,606 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159533 |
| SEC# | 801-119146 |
| Assets Managed by Firm | $158,861,606 |
| No. of Clients | 618 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 618 | $158,861,606 |
| Individuals (other than high net worth individuals) | 150 | $28,436,013 |
| High net worth individuals | 77 | $110,502,358 |
| Pension and profit sharing plans | 7 | $16,761,921 |
| Charitable organizations | 4 | $3,161,314 |
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