David Bernier is a registered investment advisor at Trustage Investment Management, based in Lansing, MI, with 28 years of industry experience. David 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 363 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruStage Investment Management's fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually of the market value of the assets managed. The specific fee depends on the nature of the engagement, account size, asset composition, and the complexity of the client's preferences and objectives. Fees are generally billed monthly or quarterly in arrears and are typically non-refundable.
Location
Lansing, MI
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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 →Employment History
Current Registrations
Trustage Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
Icma-Rc Services, LLCBroker
CUNA Brokerage Services, INC.Broker
Fort Washington Brokerage Services, INC.Broker
Edward JonesBroker
Old Kent Financial AdvisorsBroker
Sii Investments, INC.Broker
Capital Brokerage CorporationBroker
Locust Street Securities, INC.Broker
Gna Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations51 states
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