Tarick Bernat
Tarick Bernat is a registered investment advisor at Bfc Planning, INC., based in Boardman, OH, with 32 years of industry experience. Tarick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
833 Boardman-Canfield Rd, Suite 101, Boardman, OH, 44512
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2015Customer Dispute
July 2007Customer Dispute
June 2007Customer Dispute
May 2006Other 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.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Gunnallen Financial, INCBroker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Donahue Securities, INC.Broker
Locust Street Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
The O.N. Equity Sales CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
CUNA Brokerage Services, INC.Broker
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.