BERNARD WEALTH MANAGEMENT CORP. - Financial Advisor in Michigan, Royal Oak

Tel: 248-556-2900 360 N. Main St. Suite 430 Royal Oak, Michigan 48067

About BERNARD WEALTH MANAGEMENT CORP.

BERNARD WEALTH MANAGEMENT CORP. is a Royal Oak, Michigan based financial advisory firm with nearly $158,861,606 in assets under management and provides investment advisory services for 618 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

159533

Firm SEC#:

801-119146

Assets Under Management:

$158,861,606

No. of Clients:

618

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Michigan, Royal Oak

FirmCRD#:290152

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No. of Advisors:7

No. of Clients:1426

AUM:$309,238,870

FirmCRD#:325575

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ROYAL OAK FINANCIAL ADVISORS, LLC

290152

801-114096

1426

$309,238,870

MONEY PICKLE

325575

801-127702

Not Disclosed

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