Jeffrey Bernardo is a CFA-designated registered investment advisor at Augustine Asset Management INC, based in Jacksonville, FL, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $780M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Discounted fees may be negotiated for institutional mandates above $15 million.
Fee Estimator
Location
1551 Atlantic Blvd, Suite 301, Jacksonville, FL, 32207-3369
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Augustine Asset Management INC
State Registrations2 states
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