| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Fees are negotiable under certain circumstances, including long-term relationships and large account relationships.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Marty is an investment advisor at Bernardi Asset Management, LLC, an affiliated firm of Bernardi Securities, Inc. This activity takes nearly all of Marty's time, primarily during trading hours.