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Arthur Bernaducci

Advisor Share Wealth Management, LLC
32 Years of Experience
Delray Beach, FL
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Arthur Bernaducci is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Delray Beach, FL, with 32 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M in assets under management.

Advisor Share Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,521 clients
Average Client Portfolio
$150K average
Assets Under Management
$376.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.90%

Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Delray Beach, FL

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2017
Final
Regulatory
February 2015
Final
Customer Dispute
December 2012
Closed-No Action
Customer Dispute
July 2009
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Arthur is the owner and an insurance agent for The Retiring Baby Boomer Group LLC since 2020, selling insurance products. He dedicates about a quarter of his time to this activity, with half of that time during trading hours.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Retirement Income Advisory Group LLC
July 2018 - February 2024 · 5 yrs 7 mos
USA Financial Securities CorporationBroker
July 2010 - June 2018 · 7 yrs 11 mos
USA Financial Securities Corporation
July 2010 - June 2018 · 7 yrs 11 mos
Ameritas Investment CORP.Broker
June 2006 - July 2010 · 4 yrs 1 mo
Ameritas Investment CORP
June 2006 - July 2010 · 4 yrs 1 mo
Carillon Investments, INC
June 2006 - June 2006 · 0 mos
Carillon Investments, INC.Broker
June 2006 - June 2006 · 0 mos
Securian Financial Services, INC.
June 2002 - January 2006 · 3 yrs 7 mos
Securian Financial Services, INC.Broker
February 1994 - January 2006 · 11 yrs 11 mos
Mimlic Sales CorporationBroker
February 1994 - February 1994 · 0 mos
Metlife Securities INC.Broker
January 1993 - January 1994 · 1 yr
Metropolitan Life Insurance CompanyBroker
January 1993 - January 1994 · 1 yr
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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Arthur Bernaducci - Financial Advisor | TrueAdvisor