Cameron Bernadsky
Cameron Bernadsky is a CFP-designated registered investment advisor at Founders Financial Securities, LLC, based in Dayton, OH, with 22 years of industry experience. Cameron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B 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 $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
1800 Lyons Road, Dayton, OH, 45458
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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 ActivitiesSells Insurance
Cameron is a VP at Covenant Planning, LLC, involved in investments, retirement planning, insurance, and annuity sales, dedicating about a quarter of his time. He also serves as a board member for A Child's Hope International, treasurer for 12 Stones Community Church and officer/treasurer for 12 Stones Coffee, spending minimal time on each of these roles.
Employment History
Current Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
Edi Financial, INC.Broker
Creative Capital Management CorporationBroker
Creative Capital Management CorporationBroker
Sky Investments, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations7 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
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