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Tarick Bernat

Bfc Planning, INC.
33 Years of Experience
Boardman, OH
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Tarick Bernat is a registered investment advisor at Bfc Planning, INC., based in Boardman, OH, with 33 years of industry experience. Tarick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

833 Boardman-Canfield Rd, Suite 101, Boardman, OH, 44512

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Denied
Customer Dispute
July 2007
Denied
Customer Dispute
June 2007
Denied
Customer Dispute
May 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tarick is the president of American Financial Services, where he helps clients with investing and wealth management, dedicating nearly full-time hours. He also owns American Financial Tax Services, providing tax preparation services, but spends minimal time on this.

Employment History
Current Registrations
Bfc Planning, INC.
January 2014 - Present · 12 yrs 9 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
February 2007 - January 2014 · 6 yrs 11 mos
Gunnallen Financial, INCBroker
January 2007 - January 2007 · 0 mos
Brecek & Young Advisors, INC.
September 2002 - January 2007 · 4 yrs 4 mos
Brecek & Young Advisors, INC.Broker
March 2001 - January 2007 · 5 yrs 10 mos
Donahue Securities, INC.Broker
January 2001 - March 2001 · 2 mos
Locust Street Securities, INC.Broker
March 1999 - February 2001 · 1 yr 11 mos
Cadaret, Grant & CO., INC.Broker
December 1997 - December 1998 · 1 yr
The O.N. Equity Sales CompanyBroker
March 1996 - October 1996 · 7 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1995 - March 1996 · 10 mos
John Hancock Distributors, INC.Broker
May 1995 - March 1996 · 10 mos
CUNA Brokerage Services, INC.Broker
December 1991 - May 1995 · 3 yrs 5 mos
State Registrations2 states
FLOH
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.
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