Paul Bernardi
Paul Bernardi is a registered investment advisor at Citizens Securities, INC., based in Winthrop, MA, with 36 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
35 Putnam Street, Ms: Ma-681, Winthrop, MA, 02152
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2019Customer Dispute
February 2008Customer Dispute
October 2007Customer Dispute
September 2007Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Fechtor, Detwiler & CO., INC.Broker
State Registrations5 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.