BC
BC

Bernard Comber

32 Years of Experience
Fort Washington, PA
BrokerSells Insurance

Bernard Comber is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 32 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, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bernard owns and operates a CPA practice (Comber & Associates, P.C.) and owns rental real estate. He also owns BEC Capital Advisors, L.P., through which he sells fixed life and health insurance, dedicating a few hours per week.

Employment History
Current Registrations
Capital Analysts
July 2012 - Present · 13 yrs 10 mos
Lincoln Investment
July 2012 - Present · 13 yrs 10 mos
Lincoln InvestmentBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Capital Analysts, IncorporatedBroker
January 2003 - June 2012 · 9 yrs 5 mos
The Concord Equity Group, LLCBroker
May 1998 - January 2003 · 4 yrs 8 mos
Emissary Financial Group, INC.Broker
March 1998 - August 1998 · 5 mos
Money Concepts Capital CORPBroker
February 1998 - March 1998 · 1 mo
Century 21 Securities CorporationBroker
August 1985 - December 1989 · 4 yrs 4 mos
State Registrations2 states
NCPA
AdvisorBrokerBoth

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
No exam information available for this advisor.