Bryan Bernard
Bryan Bernard is a registered investment advisor at Prospera Financial Services, INC., based in Colleyview, TX, with 36 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
Colleyview, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
December 2002Other Business Activities
Bryan owns Silverthorn Investments and dedicates full-time hours to it. The firm provides investment services for individuals, business owners, and corporations through Prospera Financial Services.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations14 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.