Bernard Nienberg
Bernard Nienberg is a ChFC-designated registered investment advisor at Royal Fund Management, LLC, based in Glandorf, OH, with 42 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B 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 | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Options strategy has a separate fee schedule ranging from 1.50% to 2.00%. Dividend enhancement overlay strategy adds 0.25%. Fees are negotiable.
Fee Estimator
Location
130 Washington St, Box 130, Glandorf, OH, 45848
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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
Bernard owns Nienberg Investments & Insurance, a sole proprietorship insurance agency, and works there about a quarter of his time. He also works as a benefits representative for OSMA Insurance Agency Inc, spending about half his time there, and co-owns a rental property, dedicating minimal time.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ogilvie Security Advisors CorporationBroker
Mariner Financial Services, INC.Broker
Green Hill Financial Service CorporationBroker
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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