Jon Bernier
Jon Bernier is a CFP, ChFC-designated registered investment advisor at Tandemgrowth Financial Advisors, LLC, based in Alpharetta, GA, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 196 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Independent managers charge separate fees between 0.15% and 0.75%. NextGen clients pay a flat 1% fee.
Fee Estimator
Contact
Jon Bernier
Location
3820 Mansell Road, Suite T30, Alpharetta, GA, 30022
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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
Tandemgrowth Financial Advisors, LLC
Previous Registrations
Veravest Investment Advisors, INC.
State Registrations2 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.
Exams
Additional Information
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