BERNARD WEALTH MANAGEMENT CORP.
Firm details
- Headquarters
- ROYAL OAK, Michigan
- CRD number
- 159533
- Registered since
- July 24, 2020
- Website
- www.bernard-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.37%
- Individuals21.24%
- Pension & Profit Sharing Plans6.71%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bernard Wealth Management Corp. is an independent, SEC-registered advisory firm that began registration in 2020 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional/business accounts, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities44%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3Andrew Niedermeier
Wealth AdvisorCRD 3008502
KENNETH BERNARD
PresidentCRD 4713729
DEANNA HARLESS
Director of Financial PlanningCRD 5321682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$104M in ETFs
97%
$101M
3%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $33.4M | 1,303,397 | 32.25% |
Location
ROYAL OAK, MI
OAKLAND
Location
ROYAL OAK, MI
Headquartered in ROYAL OAK, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 360 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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