| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
222 W College Avenue, Appleton, WI, 54911
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Learn about disclosures →Bernard is a Vice President-Retirement Plan Services Advisor at Johnson Bank, an investment-related affiliate, since July 2022. He is a full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.