Kevin Bernzott is a registered investment advisor at Bernzott Capital Advisors, based in Camarillo, CA, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 278 clients with $290M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in special circumstances. Multiple accounts for a single client relationship can be combined for fee breaks.
Fee Estimator
Location
888 W. Ventura Blvd, Suite B, Camarillo, CA, 93010
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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
Bernzott Capital Advisors
State Registrations1 state
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