Michael Bernard
Michael Bernard is a CFP-designated registered investment advisor at Bernard & Johnson Family Wealth Management, based in Pasadena, CA, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 89 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the size and complexity of the client relationship, future asset levels and the overall scope of services. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
201 S. Lake Avenue, Suite 502, Pasadena, CA, 91101
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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 →Other Business Activities
Michael is a self-employed freelance musician since 1993, dedicating about 10-20% of his time to music performance. He also holds positions as Vice President of the City of Angels Performing Arts Association, Committee Chair/Co-Chair at the Rotary Club of Pasadena, and Member of the Fiduciary Roundtable of the San Gabriel Valley, each requiring minimal time commitment.
Employment History
Current Registrations
Bernard & Johnson Family Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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