Bernard Meehan is a CFP-designated registered investment advisor at Meehan, Bernard, based in Astoria, NY, with 14 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $7.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forge Financial charges between 0.50% and 1.40% of your account value annually for investment advice and management. The exact percentage depends on the size of your account, with slightly lower rates for larger accounts. These fees are negotiable. You'll be billed quarterly based on your account value at the end of the previous quarter.
Location
Astoria, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bernard operates Forge Financial Services, offering tax preparation services primarily to his investment clients since 1972. He dedicates about a quarter of his time to this business, with about half of that time occurring during trading hours.
Employment History
Current Registrations
Meehan, Bernard
Previous Registrations
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.