Bernard Semon is a registered investment advisor at Oneseven, based in El Paso, TX, with 28 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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 | 2.00% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
210 N. Stanton St, Ste. 3, El Paso, TX, 79901
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Criminal
December 2014Customer Dispute
December 2007Other Business Activities
Bernard serves as a board member with El Paso Pro-Musica. This activity is not investment-related.
Employment History
Current Registrations
Oneseven
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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
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