Michael Bernardo
Michael Bernardo is a registered investment advisor at LPL Financial LLC, based in Calabasas, CA, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
23741 Calabasas Road, Suite B, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (4)
Regulatory
May 2001Employment Separation After Allegations
September 1999Customer Dispute
September 1999Regulatory
July 1999Other Business ActivitiesSells Insurance
Michael operates under the DBA Logix Financial Services for his LPL business since 2000. He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Interlink Securities CORP.Broker
Linsco/private Ledger CORP.Broker
Five Star Resources, INC.Broker
State Registrations28 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.