Bernie Manard is a CFA-designated registered investment advisor at Qvg, LLC, based in Alma, AR, with 27 years of industry experience. Bernie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 78 clients with $92M 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 $500K | 2.00% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Location
3319 Golf Course Dr., Alma, AR, 72921
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Other Business ActivitiesSells Insurance
Bernie provides group health insurance to small companies through Acheive Financial Independence, dedicating nearly full-time hours to this endeavor. Bernie is also a licensed insurance agent, though he currently does not offer advice or products from those activities to clients.
Employment History
Current Registrations
Qvg, LLC
Previous Registrations
Ridgeway & Conger, INC.Broker
Securities Management & Research, INC.Broker
Invest Financial CorporationBroker
John R. Taylor Financial Group, INC.Broker
Locust Street Securities, INC.Broker
Chubb Securities CorporationBroker
F & G Securities, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations4 states
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.