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 High Net Worth, 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.25% |
Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
Astoria, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
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.
Exams
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