Jeffrey Bernier is a registered investment advisor at J.M. Forbes & CO. LLP, based in Boston, MA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,021 clients with $1.4B 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 $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $50.0M | 0.38% |
| $50M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
121 Mount Vernon Street, Boston, MA, 02108
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
J.M. Forbes & CO. LLP
Previous Registrations
John Hancock Distributors LLC
Sentinel Pension Advisors INC
State Registrations1 state
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