Eugene Balerna is a registered investment advisor at The Bedminster Group, based in Bluffton, SC, with 25 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.70% |
Fees are negotiable for accounts over $8,000,000.
Fee Estimator
Location
36 William Pope Dr Ste 201, Bluffton, SC, 29909
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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
The Bedminster Group
Previous Registrations
Oak Advisors, LLC
Dividend Assets Capital, LLC
Alpha Investment Advisors, INC.
The Danforth Associates, INC
Alpha Investment Advisors, INC.
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.