Charles Robert Bernard

White Peaks Asset Management, LLC

20 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

White Peaks Asset Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

8 clients

Average Client Portfolio

$532K average

Assets Under Management

$4.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Denver, CO

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Charles is a real estate investor and manager of partnerships involved in real estate development and acquisitions. This activity takes up nearly full-time hours.