Howard Bernheim
Howard Bernheim is a CFP-designated registered investment advisor at Wealth Quarterback LLC, based in Holland, PA, with 4 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,038 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Quarterback's annual investment management fee ranges from 1.00% to 1.75% of the value of your investments. This includes a base fee of 1% to 1.25%, plus an additional fee for the specific investment strategy used. Clients using the Tactical Managed Strategy pay an extra 0.50%, not exceeding 1.75% total. Fees are negotiable. Cash positions are included when calculating the fee. WQL may also direct clients to third-party investment advisors, and WQL will be compensated via a fee share from those advisors.
Location
Holland, PA
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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 ActivitiesSells Insurance
Howard works as an insurance agent for Jalinski Advisor Group, dedicating more than full-time hours to this activity. This work is conducted from the branch location and is not securities related.
Employment History
Current Registrations
Wealth Quarterback LLC
State Registrations4 states
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