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Bernard Kent

Arax Advisory Partners
16 Years of Experience
Palm Beach Gardens, FL
Sells Insurance
View SEC Summary
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Bernard Kent is a PFS-designated registered investment advisor at Arax Advisory Partners, based in Palm Beach Gardens, FL, with 16 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Palm Beach Gardens, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bernard is a board member and investment committee chair for the Detroit Historical Society, a trustee and investment committee member for the Zekelman Holocaust Center, and an investment committee member for the Detroit Symphony Orchestra, the D Dan and Betty Kahn Foundation, and the Jewish Foundation of Metro Detroit. He is also an independent contractor insurance salesperson for Schechter Wealth.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Schechter Investment Advisors, LLC
January 2014 - July 2025 · 11 yrs 6 mos
Telemus Capital, LLC
September 2013 - January 2014 · 4 mos
Telemus Investment Management, LLC
March 2013 - September 2013 · 6 mos
Telemus Wealth Advisors, LLC
September 2010 - September 2013 · 3 yrs
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.
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