Bernard Nowak is a CFA-designated registered investment advisor at Brown Advisory, based in New York, NY, with 24 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, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 4,415 clients with $120B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable. For portfolios under $5 million where the minimum is waived, rates are 1.25% on the first $3 million and 1.00% on the next $2 million.
Fee Estimator
Location
12 East 49th Street, 35th Floor, New York, NY, 10017
Get directionsHistory
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
Brown Advisory
Previous Registrations
Highmount Capital
State Registrations2 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.
Exams
More Advisors
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley
- David Weigel, CFPWeigelfam